SHPCX Mutual Fund

SHPCX Mutual Fund (Saratoga Health & Biotechnology Portfolio Class C) is managed by Saratoga Capital Management, LLC with $345,334.27 in net assets. SHPCX expense ratio is 3.60%, holding 30 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2000-01-18.

SHPCX performance shows a YTD return of 4.07%. The 1-year return is 19.38% and the 5-year return is 3.35%. SHPCX dividend yield stands at 5.35%, paid annually.

SHPCX top holdings include Cardinal Health Inc. (6.8%), Mckesson Corp.1 (5.9%), Amgen Inc. (5.9%), Cencora Inc (5.4%), Jazz Pharmaceuticals Plc. (5.3%). Go to all SHPCX holdings, SHPCX sectors, or SHPCX dividends.

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