Morningstar

Saratoga Technology & Communications Portfolio Class A STPAX

Morningstar Medalist Rating
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Medalist Rating as of See Saratoga Investment Hub
  • NAV / 1-Day Return $22.00  /  −0.09 %
  • Fund Size $39.5M
  • Adjusted Expense Ratio 2.820%
  • Net Expense Ratio 2.820%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 7%
NAV and 1-Day Return as of

Morningstar’s Analysis STPAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Saratoga Technology & Comm A 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 STPAX

More STPAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.56 3M
Technology

Alphabet Inc Class C

7.26 3M
Communication Services

Microsoft Corp

7.10 3M
Technology

Cisco Systems Inc

6.73 3M
Technology

Amazon.com Inc

6.49 3M
Consumer Cyclical

KLA Corp

5.77 2M
Technology

Apple Inc

5.22 2M
Technology

Broadcom Inc

4.56 2M
Technology

Visa Inc Class A

4.51 2M
Financial Services

Mastercard Inc Class A

4.24 2M
Financial Services

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