SBHIX Mutual Fund

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 27 positions across sectors including Health Care, Financials. Inception date: 2003-01-28.

SBHIX performance shows a YTD return of 8.20%. The 1-year return is 21.35% and the 5-year return is 6.37%.

SBHIX top holdings include Jazz Pharmaceuticals Plc. (5.9%), Amgen Inc. (5.8%), Mckesson Corp. (5.3%), Cardinal Health Inc. (5.1%), United Therapeutics Corp (5.1%). Go to all SBHIX holdings, SBHIX sectors, or SBHIX dividends.

SBHIX can be compared against other funds. Use SBHIX overlap to find shared positions, or SBHIX vs another fund for a side-by-side view. SBHIX alternatives are available via the screener, along with tax-loss harvesting opportunities.