Saratoga Financial Services I
1101 Stewart Ave Garden City NY 11530 Mineola, NY 11501-4803
Map
Phone: 800-807-3863
| Category: | Specialty-Financial | | Fund Family: | Saratoga | | Net Assets: | 1.39M | | Year-to-Date Return: | -22.02% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jan-03 |
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Thomas Finucane
Lead Manager since
29-Dec-06 | | | Finucane joined Loomis Sayles in 2000 and a financial service sector analyst portfolio manager and Vice president. Previously, he rejoined John Hancock Funds in 2004 after two years with State Street Research, where he covered financial services stocks. He was previously with John Hancock from 1990 to 2002. Earlier in his career, Finucane worked at the Federal Reserve Bank of Boston as a bank examiner and State Street Bank as a fund accountant. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth. The fund normally invests at least 80% of total assets in U.S. and foreign securities issued by financial services companies including common stocks, securities convertible into common stocks, preferred stocks and warrants. It invests up to 20% of assets in companies capitalizing on emerging changes in the global financial services industries. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-07):
| 1.15 | | Annual Holdings Turnover
| 92.00% | | Average for Category:
| 169.67% |
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| Expense | SFPIX | Category
Avg | | Total Expense Ratio: | 2.30%
| 1.67% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.64% | | 3 Yr Expense Projection*: |
$1,051 | $720 | | 5 Yr Expense Projection*: |
$1,779 | $1,084 | | 10 Yr Expense Projection*: |
$3,703 | $2,101 |
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0.11% Nasdaq 
0.36%
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