STPAX (Saratoga:Tech&Comm;A)
Net Asset Value: 13.10 1-Day Return: 0.02 (0.15%) YTD Return as of 5/23/12:Up 10.74%

Classification: Science & Tech   Objective: Science & Tech   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

NAV Chart | Growth of $10,000
Fund Chart

Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 10.74 -6.40 27.65 9.53 6.49
Classification 7.87 -4.57 17.60 2.40 4.92
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)24613235

Fund Stats

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Investment Objective:Science & Tech
Net Assets ($Mil)26.20
Inception Date:10/22/97
Manager Name, TenureTeam Managed, NA
Expense Ratio: 2.67%
Sales Charge:
Load Type:
 
Front-End Load
5.75%
0.00%

Top 10 Holdings (As of 2/29/12)

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Company NameSymbol% Net Assets
Apple Inc Ord AAPL 9.31
Qualcomm Inc Ord QCOM 4.99
Cisco Systems Inc Ord CSCO 3.61
Vmware Inc Ord VMW 3.55
Milestone Treasury Obligations Fund;inst NA 3.35
Microsoft Corp Ord MSFT 3.21
Oracle Corp Ord ORCL 3.04
Cognizant Technology Solutions Corp Ord CTSH 2.80
Intel Corp Ord INTC 2.35
Applied Materials Inc Ord AMAT 2.23
% of Total Holdings 38.44

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