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Saratoga Financial Service A SFPAX

Quantitative rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 8.94  /  1.13 %
  • Total Assets 1.3 Mil
  • Adj. Expense Ratio
  • Expense Ratio 3.680%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Financial
  • Investment Style Large Value
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 39%

Morningstar’s Analysis SFPAX

Will SFPAX 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 Financial Service A 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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