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Saratoga Technology & Comm I STPIX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 26.19  /  −0.27 %
  • Total Assets 44.2 Mil
  • Adj. Expense Ratio
    2.370%
  • Expense Ratio 2.370%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield
  • Turnover 6%

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:18 PM GMT+0

Morningstar’s Analysis STPIX

Will STPIX outperform in future?

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

Saratoga Technology& Comm I's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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.

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Portfolio Holdings STPIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 58.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

8.27 3.4 Mil
Communication Services

Amazon.com Inc

7.62 3.1 Mil
Consumer Cyclical

Microsoft Corp

6.61 2.7 Mil
Technology

Visa Inc Class A

5.66 2.3 Mil
Financial Services

KLA Corp

5.64 2.3 Mil
Technology

Cisco Systems Inc

5.46 2.3 Mil
Technology

Meta Platforms Inc Class A

5.30 2.2 Mil
Communication Services

Oracle Corp

5.10 2.1 Mil
Technology

Qualcomm Inc

5.06 2.1 Mil
Technology

Salesforce Inc

4.23 1.7 Mil
Technology