STPAX (Saratoga:Tech&Comm;A)
Net Asset Value: 13.10
1-Day Return:
0.02 (0.15%)
YTD Return as of 5/23/12:
10.74%
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.
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Total Returns (As of 5/23/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| 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) | 24 | 61 | 3 | 2 | 35 |
Fund Stats
More| Investment Objective: | Science & Tech |
|---|---|
| Net Assets ($Mil) | 26.20 |
| Inception Date: | 10/22/97 |
| Manager Name, Tenure | Team 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)
More| Company Name | Symbol | % 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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