| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
1
1
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
U.S. News evaluated 30 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 35.12 percent over the past year, 7.58 percent over the past three years, -4.67 percent over the past five years, and -0.16 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 19.3% |
| 1 Year | 35.1% |
| 3 Years (Annualized) | 7.6% |
| 5 Years (Annualized) | -4.7% |
| 10 Years (Annualized) | -0.2% |
Summary
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its total assets in U.S. and foreign equity securities issued by financial services companies, regardless of their stock market value (or "market capitalization"). Equity securities include common stocks, securities convertible into common stocks, preferred stocks and warrants. Up to 20% of the Portfolio's assets may be invested in U.S. and foreign securities outside of financial companies. Under adverse market conditions, it may also make temporary investments in investment grade debt securities. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Saratoga Financial Service Fund has an expense ratio of 3.99 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
