| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
1
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#9 in Technology
U.S. News evaluated 52 Technology 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 2.75 percent over the past year, 14.77 percent over the past three years, 10.96 percent over the past five years, and 11.08 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.8% |
| 1 Year | 2.8% |
| 3 Years (Annualized) | 14.8% |
| 5 Years (Annualized) | 11.0% |
| 10 Years (Annualized) | 11.1% |
Summary
The investment seeks long-term growth of capital. The fund invests at least 80% of its total assets in equity securities issued by technology and communications companies, both domestic and foreign, regardless of their stock market value (or "market capitalization"). Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. It may invest up to 25% of its total assets in foreign companies. When market or financial conditions warrant, the fund may also make temporary investments in investment grade debt securities. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Saratoga Technology & Communications Portfolio has an expense ratio of 2.58 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
