SHPAX Mutual Fund

SHPAX Mutual Fund (Saratoga Health & Biotechnology Portfolio Class A) is managed by Saratoga Capital Management, LLC with $5.0M in net assets. SHPAX expense ratio is 3.00%, holding 27 positions across sectors including Health Care, Financials. Inception date: 1999-07-15.

SHPAX performance shows a YTD return of 7.91%. The 1-year return is 20.88% and the 5-year return is 5.95%.

SHPAX top holdings include Jazz Pharmaceuticals Plc. (5.9%), Amgen Inc. (5.8%), Mckesson Corp. (5.3%), Cardinal Health Inc. (5.1%), United Therapeutics Corp (5.1%). Go to all SHPAX holdings, SHPAX sectors, or SHPAX dividends.

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