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Morningstar

Saratoga Health & Biotechnology I SBHIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 23.21  /  0.73 %
  • Total Assets 12.7 Mil
  • Adj. Expense Ratio
    2.500%
  • Expense Ratio 2.500%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Health
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 23%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis SBHIX

Will SBHIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SBHIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SBHIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SBHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Saratoga Health & Biotechnology I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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