About SFPIX
Saratoga Financial Services I Fund is an actively managed mutual fund within the sector equity category, focusing specifically on financial services. Established in 2003, its primary objective is to achieve long-term capital growth by investing at least 80% of its assets in equity securities of U.S. and foreign companies engaged in financial services. These investments span common stocks, preferred stocks, securities convertible into common stocks, and warrants, with a small portion permitted for holdings outside the financial sector. The fund maintains a diversified portfolio, typically holding around 50 securities, and the top holdings include major financial names such as Berkshire Hathaway, JPMorgan Chase, and Mastercard. By allocating the vast majority of its assets to domestic stocks and a smaller proportion to international financial firms, the fund serves investors seeking exposure to the broad financial sector, including banking, insurance, fintech, and brokerage industries. Managed by a team with significant tenure, the fund stands as a specialized vehicle for gaining targeted access to financial services equities within the global market landscape.
Fund Family Saratoga
Category Financial
Stock Exchange NASDAQ
Ticker Symbol SFPIX
Share Class Class I
Index S&P 500 TR
SFPIX had a total return of 20.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.10%.
