SBHIX Mutual Fund (Saratoga Health & Biotechnology Portfolio Class I) is managed by Saratoga Capital Management, LLC with $5.8M in net assets. SBHIX expense ratio is 2.60%, holding 30 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2003-01-28.

SBHIX performance shows a YTD return of 4.58%. The 1-year return is 20.52% and the 5-year return is 5.08%. SBHIX dividend yield stands at 2.87%, paid annually.

SBHIX top holdings include Cardinal Health (6.8%), Mckesson Corp (5.9%), Amgen Inc. (5.9%), Cencora Inc (5.4%), Jazz Pharmaceuticals Plc. (5.3%). View all SBHIX holdings, sector breakdown, or dividend history.

SBHIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBHIX alternatives are available via the screener, along with tax-loss harvesting opportunities.