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Saratoga Health & Biotechnology C SHPCX

Quantitative rating as of
NAV / 1-Day Return
15.65  /  0.90 %
Total Assets
13.4 Mil
Adj. Expense Ratio
3.500%
Expense Ratio
3.130%
Distribution Fee Level
High
Share Class Type
Level Load
Category
Health
Investment Style
Large Value
Min. Initial Investment
250
Status
Open
TTM Yield
0.00
Turnover
19%

Morningstar’s Analysis SHPCX

Will SHPCX outperform in future?

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

Summary

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Saratoga Health & Biotechnology C's Average People Pillar and Process Pillar ratings aren't enough to prevent other weaknesses from sending this strategy 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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