Saratoga Technology & Communications Portfolio

Scorecard
4 / 5 Stars
Lipper
4 4 2 1 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 51 Technology 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 32.86 percent over the past year, 9.34 percent over the past three years, 28.43 percent over the past five years, and 10.09 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 4.2%
1 Year 32.9%
3 Years (Annualized) 9.3%
5 Years (Annualized) 28.4%
10 Years (Annualized) 10.1%

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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 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.

Fees

Fees are Low compared to funds in the same category.
Saratoga Technology & Communications Portfolio has an expense ratio of 2.90 percent.

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Risk

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

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