Saratoga Technology & Communications Portfolio Class Institutional
STPIX
NASDAQ
| Weiss Ratings | STPIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | STPIX-NASDAQ | Click to Compare |
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| Provider | Saratoga | |||
| Manager/Tenure (Years) | Robert D. Stimpson (15) | |||
| Website | http://www.saratogacap.com/ | |||
| Fund Information | STPIX-NASDAQ | Click to Compare |
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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 Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | STPIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.67% | |||
| Asset Allocation | STPIX-NASDAQ | Click to Compare |
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| Cash | 0.43% | |||
| Stock | 99.57% | |||
| U.S. Stock | 97.45% | |||
| Non-U.S. Stock | 2.12% | |||
| 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 Compare |
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| 7-Day Total Return | 0.06% | |||
| 30-Day Total Return | 0.03% | |||
| 60-Day Total Return | 3.01% | |||
| 90-Day Total Return | 1.50% | |||
| Year to Date Total Return | 9.77% | |||
| 1-Year Total Return | 11.96% | |||
| 2-Year Total Return | 33.00% | |||
| 3-Year Total Return | 74.51% | |||
| 5-Year Total Return | 62.04% | |||
| Price | STPIX-NASDAQ | Click to Compare |
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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 Compare |
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| Nav | $29.77 | |||
| 1-Month Low NAV | $28.78 | |||
| 1-Month High NAV | $29.84 | |||
| 52-Week Low NAV | $23.55 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $31.45 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | STPIX-NASDAQ | Click to Compare |
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| Beta | 1.20 | |||
| Standard Deviation | 16.69 | |||
| Balance Sheet | STPIX-NASDAQ | Click to Compare |
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| Total Assets | 40.88M | |||
| Operating Ratios | STPIX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.42% | |||
| Turnover Ratio | 7.00% | |||
| Performance | STPIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.30% | |||
| Last Bear Market Total Return | -20.82% | |||