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Saratoga Technology & Comm C STPCX

Quantitative rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 10.77  /  1.82 %
  • Total Assets 36.5 Mil
  • Adj. Expense Ratio
    3.270%
  • Expense Ratio 3.270%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Technology
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 3%

Morningstar’s Analysis STPCX

Will STPCX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Saratoga Technology & Comm C to a Morningstar Quantitative Rating of Negative. 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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