Saratoga Health & Biotechnology C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Saratoga Health & Biotechnology Portfolio Fund Class C SHPCX
- NAV / 1-Day Return $15.89 / −1.18 %
- Fund Size $11.7M
- Adjusted Expense Ratio 3.600%
- Net Expense Ratio 3.600%
- Fee Level: Distribution High
- Share Class Type Level Load
- Morningstar Category Health
- Equity Style Box (Funds) Mid Value
- Minimum Initial Investment $2,500
- Investment Status Open
- TTM Yield 0.00%
- Turnover Ratio 22%
Morningstar’s Analysis SHPCX
Will SHPCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Jazz Pharmaceuticals PLC | 5.92 | 687,114 | Healthcare |
Amgen Inc | 5.81 | 673,622 | Healthcare |
McKesson Corp | 5.27 | 611,756 | Healthcare |
Cardinal Health Inc | 5.11 | 593,354 | Healthcare |
United Therapeutics Corp | 5.10 | 592,041 | Healthcare |
Cencora Inc | 4.69 | 544,619 | Healthcare |
Regeneron Pharmaceuticals Inc | 4.61 | 535,384 | Healthcare |
Exelixis Inc | 4.45 | 516,075 | Healthcare |
Johnson & Johnson | 4.17 | 483,847 | Healthcare |
Novartis AG ADR | 4.12 | 477,468 | Healthcare |
United States