STPAX Mutual Fund

STPAX Mutual Fund (Saratoga Technology & Communications Portfolio Class A) is managed by Saratoga Capital Management, LLC with $15.8M in net assets. STPAX expense ratio is 2.82%, holding 29 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1997-10-22.

STPAX performance shows a YTD return of 10.28%. The 1-year return is 11.88% and the 5-year return is 8.06%.

STPAX top holdings include Nvidia Corp (7.6%), Alphabet Inc. C (7.3%), Microsoft Corp (7.1%), Cisco Systems Inc. - Ordinary Shares (6.7%), Amazon.Com Inc (6.5%). 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.