Morningstar

Saratoga Health & Biotechnology Portfolio Fund Class C SHPCX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 14.79  /  −0.47 %
  • Total Assets 11.2M
  • 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 Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:50 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SHPCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SHPCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SHPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings SHPCX

More SHPCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cardinal Health Inc

6.44 674,827
Healthcare

Jazz Pharmaceuticals PLC

6.19 648,219
Healthcare

United Therapeutics Corp

6.16 645,911
Healthcare

Amgen Inc

5.04 527,750
Healthcare

McKesson Corp

4.90 513,026
Healthcare

Lantheus Holdings Inc

4.64 486,570
Healthcare

Exelixis Inc

4.55 476,784
Healthcare

Novartis AG ADR

4.50 471,534
Healthcare

Cencora Inc

4.33 453,333
Healthcare

Gilead Sciences Inc

3.94 412,431
Healthcare

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