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Saratoga Energy & Basic Materials A SBMBX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 12.39  /  1.14 %
  • Total Assets 1.3 Mil
  • Adj. Expense Ratio
    3.520%
  • Expense Ratio 3.520%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Natural Resources
  • Investment Style Large Value
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield
  • Turnover 51%

Morningstar’s Analysis SBMBX

Will SBMBX outperform in future?

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Saratoga Energy& Basic Materials A to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings SBMBX

  • Current Portfolio Date
  • Equity Holdings 43
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.09
97,480
Energy
6.31
86,662
Energy
3.68
50,607
Energy
3.34
45,867
Basic Materials
3.29
45,199
Energy
3.12
42,854
Energy
3.08
42,303
Basic Materials
2.96
40,684
Basic Materials
2.78
38,224
Energy