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.
- NAV / 1-Day Return 8.94 / 1.13 %
- Total Assets 1.3 Mil
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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.