SFPIX Mutual Fund

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 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 SFPIX holdings, SFPIX sectors, or SFPIX dividends.

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