STPIX – Saratoga Technology & Comm I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund will normally invest at least 80% of its total assets in equity securities issued by technology and communications companies, both domestic and foreign, regardless of their stock market value (or "market capitalization"). Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. The fund may invest up to 25% of its total assets in foreign companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
STPIX	Saratoga Technology & Communications Portfolio Class Institutional	Institutional	Open			Jan 7, 2003	$24.46M	2.420%	High	$250	−$4.30M
STPAX	Saratoga Technology & Communications Portfolio Class A	Front Load	Open			Oct 22, 1997	$15.83M	2.820%	High	$2,500	−$2.71M
STPCX	Saratoga Technology & Communications Portfolio Class C	Level Load	Open			Jan 14, 2000	$1.46M	3.420%	High	$2,500	−$354,100.23

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