Morningstar

Saratoga Technology & Communications Portfolio Class Institutional STPIX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 28.60  /  −1.45 %
  • Total Assets 40.1M
  • Adj. Expense Ratio
    2.420%
  • Expense Ratio 2.420%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 7%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:47 AM GMT+0

Morningstar’s Analysis STPIX

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

  • People Pillar

    The People Pillar is our evaluation of the STPIX 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 STPIX’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 I 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 STPIX

More STPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

7.80 3M
Communication Services

NVIDIA Corp

7.32 3M
Technology

KLA Corp

7.31 3M
Technology

Cisco Systems Inc

7.02 3M
Technology

Broadcom Inc

6.78 3M
Technology

Amazon.com Inc

6.61 3M
Consumer Cyclical

Microsoft Corp

6.03 3M
Technology

Visa Inc Class A

5.60 2M
Financial Services

Apple Inc

4.93 2M
Technology

Mastercard Inc Class A

3.73 2M
Financial Services

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