SEPCX Mutual Fund

SEPCX Mutual Fund (Saratoga Energy & Basic Materials Portfolio Class C) is managed by Saratoga Capital Management, LLC with $189.21 in net assets. SEPCX expense ratio is 4.85%, holding 45 positions across sectors including Energy, Materials, Financials. Inception date: 2003-01-07.

SEPCX performance shows data across multiple time periods. The 1-year return is 7.41% and the 5-year return is 3.90%. SEPCX dividend yield stands at 1.54%, paid annually.

SEPCX top holdings include Exxon Mobil Corp. (7.6%), Chevron Corp (7.2%), Linde Plc (united Kingdom) (4.2%), Rio Tinto Plc Ordinary Shares (3.7%), Kinross Gold Corp (3.4%). Go to all SEPCX holdings, SEPCX sectors, or SEPCX dividends.

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