SHPAX Mutual Fund (Saratoga Health & Biotechnology Portfolio Class A) is managed by Saratoga Capital Management, LLC with $5.1M in net assets. SHPAX expense ratio is 3.00%, holding 30 positions across sectors including Health Care, Financials, Information Technology. Inception date: 1999-07-15.

SHPAX performance shows a YTD return of 4.40%. The 1-year return is 20.04% and the 5-year return is 4.48%. SHPAX dividend yield stands at 3.49%, paid annually.

SHPAX 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 SHPAX holdings, sector breakdown, or dividend history.

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