2 / 5 Stars
2 1 5 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#24 in Health
U.S. News evaluated 33 Health Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 29.36 percent over the past year, 17.05 percent over the past three years, 20.28 percent over the past five years, and 9.67 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.9%|
|3 Years (Annualized)||17.1%|
|5 Years (Annualized)||20.3%|
|10 Years (Annualized)||9.7%|
The investment seeks long-term capital growth. The fund invests at least 80% of its total assets in equity securities of U.S. and foreign healthcare companies and biotechnology companies, regardless of their stock market value (or "market capitalization"). Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities. Such investment strategies could result in the Portfolio not achieving its investment objective. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Saratoga Health & Biotechnology Fund has an expense ratio of 2.60 percent.
Risk is Low compared to funds in the same category according to Morningstar.