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Morningstar

Saratoga International Equity A SIEYX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 10.82  /  −0.37 %
  • 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 0.40%
  • Turnover 59%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis SIEYX

Will SIEYX outperform in 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 SIEYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SIEYX 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 SIEYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Manager Research
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Portfolio Holdings SIEYX

More SIEYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mitsubishi Heavy Industries Ltd

3.40 110,809
Industrials

InterContinental Hotels Group PLC

3.19 104,074
Consumer Cyclical

Compagnie de Saint-Gobain SA

3.03 98,680
Industrials

Novo Nordisk A/S Class B

2.96 96,691
Healthcare

Kia Corp

2.89 94,380
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.84 92,642
Technology

Toyota Tsusho Corp

2.78 90,700
Industrials

Check Point Software Technologies Ltd

2.66 86,627
Technology

Coca-Cola Europacific Partners PLC

2.65 86,474
Consumer Defensive

Sumitomo Mitsui Financial Group Inc

2.56 83,575
Financial Services