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 14.95 / −0.33 %
- Total Assets 11.0M
-
Adj. Expense Ratio
3.600%
- Expense Ratio 3.600%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Health
- Investment Style Mid Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 22%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:21 AM GMT+0
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 51.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cardinal Health Inc | 6.96 | 788,773 | Healthcare |
Jazz Pharmaceuticals PLC | 6.12 | 693,089 | Healthcare |
Amgen Inc | 5.33 | 603,546 | Healthcare |
United Therapeutics Corp | 5.30 | 600,544 | Healthcare |
McKesson Corp | 5.22 | 591,627 | Healthcare |
Cencora Inc | 4.62 | 523,985 | Healthcare |
Regeneron Pharmaceuticals Inc | 4.51 | 510,962 | Healthcare |
Exelixis Inc | 4.42 | 500,868 | Healthcare |
Novartis AG ADR | 4.33 | 490,311 | Healthcare |
Lantheus Holdings Inc | 4.31 | 488,236 | Healthcare |
United States