SBHIX Mutual Fund

SBHIX Mutual Fund (Saratoga Health & Biotechnology Portfolio Class I) is managed by Saratoga Capital Management, LLC with $5.8M in net assets. SBHIX expense ratio is 2.60%, holding 27 positions across sectors including Health Care, Financials. Inception date: 2003-01-28.

SBHIX performance shows a YTD return of 10.86%. The 1-year return is 28.92% and the 5-year return is 6.37%. SBHIX dividend yield stands at 2.71%, paid annually.

SBHIX top holdings include Cardinal Health Inc. (7.0%), Jazz Pharmaceuticals Plc. (6.1%), Amgen Inc. (5.3%), United Therapeutics Corp (5.3%), Mckesson Corp. (5.2%). Go to all SBHIX holdings, SBHIX sectors, or SBHIX dividends.

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