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Saratoga International Equity A SIEYX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 10.86  /  0.09 %
  • Total Assets 3.3 Mil
  • Adj. Expense Ratio
    2.590%
  • Expense Ratio 2.590%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.42%
  • Turnover 59%

Morningstar’s Analysis SIEYX

Will SIEYX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Saratoga International Equity A 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 highest quintile among peers.

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Portfolio Holdings SIEYX

  • Current Portfolio Date
  • Equity Holdings 42
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.86
94,401
Industrials
2.73
90,075
Financial Services
2.68
88,384
Consumer Cyclical
2.61
86,094
Consumer Cyclical
2.58
85,179
Technology
2.55
84,092
Consumer Defensive
2.54
83,952
Healthcare
2.52
83,267
Technology
2.52
83,239
Financial Services