SFPAX Mutual Fund

SFPAX Mutual Fund (Saratoga Financial Services Portfolio Class A) is managed by Saratoga Capital Management, LLC with $17,641.97 in net assets. SFPAX expense ratio is 4.23%, holding 49 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2000-08-01.

SFPAX performance shows data across multiple time periods. The 1-year return is -6.93% and the 5-year return is 1.76%. SFPAX dividend yield stands at 10000.00%, paid annually.

SFPAX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (9.5%), Jpmorgan Chase (4.5%), Bank of America Corp.: Financials (4.3%), Mastercard Inc (4.3%), Visa Inc Class A (4.1%). Go to all SFPAX holdings, SFPAX sectors, or SFPAX dividends.

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