Saratoga International Equity Portfolio

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

#168 in Foreign Large Blend

U.S. News evaluated 209 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Saratoga funds

See full Foreign Large Blend rankings

See more fund rankings

Performance

The fund has returned 11.43 percent over the past year, 0.39 percent over the past three years, 13.14 percent over the past five years, and 2.90 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.4%
1 Year 11.4%
3 Years (Annualized) 0.4%
5 Years (Annualized) 13.1%
10 Years (Annualized) 2.9%

See more SIEYX performance

Summary

The investment seeks long-term capital appreciation. The Portfolio will normally invest at least 80% of its total assets in the equity securities of companies located outside of the United States. Equity securities consist of common stock and other securities such as depositary receipts. Under normal market conditions, at least 65% of the Portfolio's assets will be invested in securities of issuers located in at least three foreign countries (generally in excess of three), which may include countries with developing and emerging economies. Under adverse market conditions, it may also make temporary investments in investment grade debt securities.

Fees

Fees are High compared to funds in the same category.
Saratoga International Equity Portfolio has an expense ratio of 3.30 percent.

See more SIEYX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more SIEYX risk