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Saratoga Energy & Basic Materials C SEPCX

Quantitative rating as of
NAV / 1-Day Return
9.51  /  1.28 %
Total Assets
1.7 Mil
Adj. Expense Ratio
4.000%
Expense Ratio
5.060%
Distribution Fee Level
High
Share Class Type
Level Load
Category
Natural Resources
Investment Style
Large Value
Min. Initial Investment
250
Status
Open
TTM Yield
0.41%
Turnover
43%

Morningstar’s Analysis SEPCX

Will SEPCX outperform in future?

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

Summary

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