Saratoga Technology & Comm I
1101 Stewart Ave Garden City NY 11530 Mineola, NY 11501-4803
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Phone: 800-807-3863
| Category: | Specialty-Technology | | Fund Family: | Saratoga | | Net Assets: | 6.20M | | Year-to-Date Return: | -29.10% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jan-03 |
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Anthony Rizza
Lead Manager since
22-Oct-97 | | | Rizza is a Senior Managing Director and equity owner of Columbus Circle. He has managed the firms Large Cap Growth product since January 1998. Rizza holds the Chartered Financial Analyst designation. |
| 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 of capital. The fund invests at least 80% of total assets in equity securities issued by technology and communications companies, both domestic and foreign, regardless of their stock market value (or market capitalization), including common stocks, preferred stocks, securities convertible into common stocks and warrants. The Portfolio may invest up to 25% of total assets in foreign companies. It is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 163.00% | | Average for Category:
| 175.92% |
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| Expense | STPIX | Category
Avg | | Total Expense Ratio: | 2.22%
| 1.79% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$694 | $728 | | 5 Yr Expense Projection*: |
$1,190 | $1,135 | | 10 Yr Expense Projection*: |
$2,554 | $2,251 |
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11.08% Nasdaq 0.00%
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