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Saratoga Financial Service A (SFPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.46-0.04 (-0.42%)
At close: 08:00PM EDT

Saratoga Financial Service A

Omaha, Nebraska 68137

4020 South 147th Street, Suite #2

Saratoga Advantage Trust

Management information
John D. Brim,Lead manager since 28 December 2015
John D. Brim, CFA, Chief Investment Officer,joined Smith Group in March 1998 and is a member of the investment management team.Prior to joining the firm, he was a manager within the institutional investment consulting group of Deloitte & Touche from 1997 to 1998. From 1990 to 1997, Brim held a variety of positions, including senior client manager with NationsBank Asset Management in Dallas. He earned his bachelor's degree in economics from Texas A&M University. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryFinancial
Fund familySaratoga
Net assets1.18M
YTD return5.79%
Yield0.00%
Morningstar rating★★★
Inception date6 Jan 2003

Fund operations

Last dividendN/A
Last cap gain32.00
Holdings turnover45.00%
Average for categoryN/A

Fees and expenses

ExpenseSFPAXCategory average
Annual report expense ratio (net)4.19%1.08%
Prospectus net expense ratio4.19%N/A
Prospectus gross expense ratio4.19%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A