SFPIX Mutual Fund (Saratoga Financial Services Portfolio Class I) is managed by Saratoga Capital Management, LLC with $178,626.45 in net assets. SFPIX expense ratio is 3.88%, holding 49 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-01-07.

SFPIX performance shows data across multiple time periods. The 1-year return is 3.52% and the 5-year return is 8.26%. SFPIX dividend yield stands at 5746.08%, paid annually.

SFPIX top holdings include Brk/B (9.5%), Jp Morgan Chase & Co (4.5%), Bank Of America Corp. (4.3%), Mastercard Incorporated Class 'A' (4.3%), Visa Inc. Class A ( V ) (4.1%). View all SFPIX holdings, sector breakdown, or dividend history.

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