SFPIX Mutual Fund (Saratoga Advantage Trust 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 a YTD return of 0.14%. The 1-year return is 0.85% and the 5-year return is 11.92%. SFPIX dividend yield stands at 5746.08%, paid annually.

SFPIX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (9.5%), Jpmorgan Chase & Co (4.5%), Bank of America Corp.: Financials (4.3%), 'mastercard Inc., Class 'a'' (4.3%), Visa Inc Class A (4.1%). View all SFPIX holdings, sector breakdown, or dividend history.

SFPIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SFPIX alternatives are available via the screener, along with tax-loss harvesting opportunities.