Saratoga Technology & Comm 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.
Saratoga Technology & Communications Portfolio Class C STPCX
- NAV / 1-Day Return 10.56 / −0.66 %
- Total Assets 41.5M
-
Adj. Expense Ratio
3.420%
- Expense Ratio 3.420%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Technology
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 7%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:04 AM GMT+0
Morningstar’s Analysis STPCX
Will STPCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the STPCX 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 STPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 64.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 8.57 | 3M | Communication Services |
NVIDIA Corp | 7.49 | 3M | Technology |
KLA Corp | 7.21 | 3M | Technology |
Amazon.com Inc | 7.01 | 3M | Consumer Cyclical |
Broadcom Inc | 6.86 | 3M | Technology |
Cisco Systems Inc | 6.70 | 3M | Technology |
Visa Inc Class A | 6.13 | 2M | Financial Services |
Microsoft Corp | 5.92 | 2M | Technology |
Apple Inc | 4.64 | 2M | Technology |
Mastercard Inc Class A | 4.11 | 2M | Financial Services |
United States