STPAX (Saratoga:Tech&Comm;A)
Net Asset Value: 14.08
1-Day Return:
-0.14 (-0.98%)
YTD Return as of 4/5/13:
4.45%
Classification: Science & Tech Objective: Science & Tech Open to New Investors: Yes
Lipper Rating
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.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 4.45 | -1.47 | 14.44 | 10.35 | 11.35 |
| Classification | 4.03 | -0.87 | 7.28 | 5.59 | 9.15 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 40 | 42 | 5 | 6 | 22 |
Fund Stats
More| Investment Objective: | Science & Tech |
|---|---|
| Net Assets ($Mil) | 26.00 |
| Inception Date: | 10/22/97 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 2.58% |
|
Sales Charge:
Load Type:
|
Front-End Load 5.75% 0.00% |
Top 10 Holdings (As of 9/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Apple Inc Ord | AAPL | 12.00 |
| Microsoft Corp Ord | MSFT | 4.45 |
| Qualcomm Inc Ord | QCOM | 4.44 |
| Oracle Corp Ord | ORCL | 3.72 |
| Milestone Treasury Obligations Fund;inst | NA | 3.41 |
| Cisco Systems Inc Ord | CSCO | 3.14 |
| Vmware Inc Ord | VMW | 2.79 |
| Accenture Plc Ord | ACN | 2.58 |
| Northrop Grumman Corp Ord | NOC | 2.40 |
| Alliance Data Systems Corp Ord | ADS | 2.28 |
| % of Total Holdings | 41.21 | |
