SFPAX Mutual Fund
SFPAX Mutual Fund
Saratoga Advantage Trust Financial Services Portfolio Class A

SFPAX Mutual Fund Overview
SFPAX Mutual Fund (Saratoga Advantage Trust Financial Services Portfolio Class A) is managed by Saratoga Capital Management, LLC with $17,641.97 in net assets. SFPAX expense ratio is 4.23%, holding 49 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2000-08-01.
SFPAX performance shows a YTD return of -11.11%. The 1-year return is -9.43% and the 5-year return is 5.21%. SFPAX dividend yield stands at 10000.00%, paid annually.
SFPAX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (9.5%), Jpmorgan Chase & Co (4.5%), Bank of America Corp.: Financials (4.3%), 'mastercard Inc., Class 'a'' (4.3%), Visa Inc Class A (4.1%). View all SFPAX holdings, sector breakdown, or dividend history.
SFPAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SFPAX alternatives are available via the screener, along with tax-loss harvesting opportunities.