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Saratoga Health & Biotechnology C SHPCX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 13.54  /  +0.89 %
  • Total Assets 12.3 Mil
  • Adj. Expense Ratio
    3.350%
  • Expense Ratio 3.350%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Health
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield
  • Turnover 58%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis SHPCX

Will SHPCX outperform in future?

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

Saratoga Health& Biotechnology C's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings SHPCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amgen Inc

5.81 686,928
Healthcare

Regeneron Pharmaceuticals Inc

5.35 632,369
Healthcare

Cencora Inc

4.63 547,338
Healthcare

McKesson Corp

4.51 532,427
Healthcare

Vertex Pharmaceuticals Inc

4.34 512,681
Healthcare

Cardinal Health Inc

4.24 500,875
Healthcare

Intuitive Surgical Inc

4.06 479,726
Healthcare

UnitedHealth Group Inc

4.01 473,823
Healthcare

Exelixis Inc

3.93 464,638
Healthcare

Humana Inc

3.74 442,244
Healthcare