STPIX Mutual Fund

STPIX Mutual Fund (Saratoga Technology & Communications Portfolio Class I) is managed by Saratoga Capital Management, LLC with $24.5M in net assets. STPIX expense ratio is 2.42%, holding 29 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2003-01-07.

STPIX performance shows a YTD return of 10.55%. The 1-year return is 12.30% and the 5-year return is 16.07%.

STPIX 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 STPIX holdings, STPIX sectors, or STPIX dividends.

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