B
Saratoga Technology & Communications Portfolio Class Institutional STPIX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings STPIX-NASDAQ Click to
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Rating B
Reward Index Good
Reward Grade B
Risk Index Fair
Risk Grade C
Company Info STPIX-NASDAQ Click to
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Provider Saratoga
Manager/Tenure (Years) Robert D. Stimpson (13)
Website http://www.saratogacap.com/
Fund Information STPIX-NASDAQ Click to
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Fund Name Saratoga Technology & Communications Portfolio Class Institutional
Category Technology
Sub-Category Technology Sector Equity
Prospectus Objective Specialty - Technology
Inception Date Jan 07, 2003
Open/Closed To New Investors Open
Minimum Initial Investment 250.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares STPIX-NASDAQ Click to
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Dividend Yield 0.00%
Dividend STPIX-NASDAQ Click to
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Dividend Yield (Forward) 0.91%
Asset Allocation STPIX-NASDAQ Click to
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Cash 1.10%
Stock 98.90%
U.S. Stock 98.90%
Non-U.S. Stock 0.00%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History STPIX-NASDAQ Click to
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7-Day Total Return -1.92%
30-Day Total Return 1.13%
60-Day Total Return 8.39%
90-Day Total Return 15.17%
Year to Date Total Return 8.60%
1-Year Total Return 22.68%
2-Year Total Return 43.84%
3-Year Total Return 65.37%
5-Year Total Return 70.40%
Price STPIX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV STPIX-NASDAQ Click to
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Nav $28.53
1-Month Low NAV $28.21
1-Month High NAV $29.24
52-Week Low NAV $21.37
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $30.12
52-Week High Price (Date) Dec 04, 2024
Beta / Standard Deviation STPIX-NASDAQ Click to
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Beta 1.11
Standard Deviation 19.06
Balance Sheet STPIX-NASDAQ Click to
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Total Assets 42.05M
Operating Ratios STPIX-NASDAQ Click to
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Expense Ratio 2.22%
Turnover Ratio 8.00%
Performance STPIX-NASDAQ Click to
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Last Bull Market Total Return 14.79%
Last Bear Market Total Return -20.82%