SHPCX Mutual Fund (Saratoga Health & Biotechnology Portfolio Class C) is managed by Saratoga Capital Management, LLC with $340,327.11 in net assets. SHPCX expense ratio is 3.60%, holding 30 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2000-01-18.

SHPCX performance shows a YTD return of 4.07%. The 1-year return is 19.38% and the 5-year return is 3.35%. SHPCX dividend yield stands at 5.35%, paid annually.

SHPCX 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 SHPCX holdings, sector breakdown, or dividend history.

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