SHPCX Mutual Fund

SHPCX Mutual Fund (Saratoga Health & Biotechnology Portfolio Class C) is managed by Saratoga Capital Management, LLC with $319,923.59 in net assets. SHPCX expense ratio is 3.60%, holding 27 positions across sectors including Health Care, Financials. Inception date: 2000-01-18.

SHPCX performance shows a YTD return of 7.43%. The 1-year return is 20.16% and the 5-year return is 5.30%.

SHPCX 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 SHPCX holdings, SHPCX sectors, or SHPCX dividends.

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