Saratoga Financial Service Fund

Scorecard
2 / 5 Stars
Lipper
1 1 1 1 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

Fund Holdings

Asset Allocation

% Long % Net
Cash 3.51 3.51
Stocks 82.27 82.27
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 14.22 14.22
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Berkshire Hathaway Inc Class B BRK.B -2.11 6.66
Wells Fargo & Co WFC 2.31 5.67
Citigroup Inc C -8.62 5.38
Goldman Sachs Group Inc GS -6.75 4.67
JPMorgan Chase & Co JPM -3.23 4.62
U.S. Bancorp USB 0.62 4.47
ACE Ltd ACE -6.26 4.37
American Express Co AXP -0.58 4.08
BlackRock Inc BLK -5.09 3.74
Travelers Companies, Inc. TRV -8.13 3.68