Saratoga Energy & Basic Materials Fund

Scorecard
3 / 5 Stars
Lipper
1 1 1 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
TheStreet.com
E (Sell)

#17 in Natural Resources

U.S. News evaluated 40 Natural Resources Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 27.38 percent over the past year, 4.42 percent over the past three years, 13.91 percent over the past five years, and 9.77 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 10.4%
1 Year 27.4%
3 Years (Annualized) 4.4%
5 Years (Annualized) 13.9%
10 Years (Annualized) 9.8%

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Summary

The investment seeks long-term growth of capital. The fund invests at least 80% of its total assets in equity securities issued by U.S. and foreign Energy and Basic Materials Companies, regardless of their stock market value (or "market capitalization"). It utilizes the Standard & Poor's classification system for purposes of determining whether a company is an Energy or Basic Materials Company. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities. Such investment strategies could result in the Portfolio not achieving its investment objective.

Fees

Fees are High compared to funds in the same category.
Saratoga Energy & Basic Materials Fund has an expense ratio of 3.40 percent.

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Risk

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

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