SBHIX Mutual Fund

SBHIX Mutual Fund (Saratoga Health & Biotechnology Portfolio Class I) is managed by Saratoga Capital Management, LLC with $5.9M in net assets. SBHIX expense ratio is 2.60%, holding 30 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2003-01-28.

SBHIX performance shows a YTD return of 7.28%. The 1-year return is 28.90% and the 5-year return is 5.06%. SBHIX dividend yield stands at 2.80%, paid annually.

SBHIX top holdings include Cardinal Health Inc. (6.8%), Mckesson Corp Common Stock USD 0.01 (5.9%), Amgen Inc. (5.9%), Cencora Inc (5.4%), Jazz Pharmaceuticals Plc. (5.3%). 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.