STPAX Mutual Fund

STPAX Mutual Fund (Saratoga Technology & Communications Portfolio Class A) is managed by Saratoga Capital Management, LLC with $15.2M in net assets. STPAX expense ratio is 2.82%, holding 26 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1997-10-22.

STPAX performance shows a YTD return of 6.77%. The 1-year return is 11.18% and the 5-year return is 8.19%. STPAX dividend yield stands at 15.87%, paid annually.

STPAX top holdings include Kla Corp (10.6%), Alphabet Inc (7.5%), Cisco Systems Inc. - Ordinary Shares (7.0%), Nvidia Corp (6.8%), Broadcom Inc (5.9%). Go to all STPAX holdings, STPAX sectors, or STPAX dividends.

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