Mutual Fund Insights: Saratoga Health & Biotechnology A Fund (SHPAX)

In-depth Analysis of Saratoga Health & Biotechnology A Fund (SHPAX)

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See Saratoga Health & Biotechnology A Fund (SHPAX) performance details as of February 28, 2010

  

Last Trade: $16.13 on 3/19/2010, Change: +0.03 (0.19%)

  

Fund Manager - Mark W. Oelschlager

Fund Manager Tenure: 4.3 years   [Similar Funds: SHPBX ]
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

Mark W. Oelschlager has served as an Equity Research Analyst for the Adviser since 2000, prior to joining the Adviser, Mark W. Oelschlager worked as an Equity Securities Analyst for the State Teachers Retirement System of Ohio from 1996 to 2000. Mark W. Oelschlager has more than 13 years of investment experience. Mark W. Oelschlager holds the Chartered Financial Analyst designation.  Get more insights on Mark W. Oelschlager

  

 What we like about Saratoga Health & Biotechnology A Fund (SHPAX)

Data for Saratoga Health & Biotechnology A Fund (SHPAX) as of February 28, 2010

• Saratoga Health & Biotechnology A Fund (SHPAX) management has been with Saratoga Health & Biotechnology A Fund for 4.3 years
• Saratoga Health & Biotechnology A Fund (SHPAX) has good short-term performance (1-year return 52.11% vs 40.03 % Health category average)
• Saratoga Health & Biotechnology A Fund (SHPAX) has good mid-term performance (3-year return 3.20% vs 0.87 % Health category average)
• Saratoga Health & Biotechnology A Fund (SHPAX) has an annual stock turnover rate of 27.00% vs Health average of 169.11%. It is good that Saratoga Health & Biotechnology A management does not trade extensively for its return.
• Saratoga Health & Biotechnology A Fund (SHPAX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.99, lower than category average of 18.82

  

 What we are cautious about Saratoga Health & Biotechnology A Fund (SHPAX)

Data for Saratoga Health & Biotechnology A Fund (SHPAX) as of February 28, 2010

• Saratoga Health & Biotechnology A Fund is a focused fund with 49.29% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Saratoga Health & Biotechnology A Fund (SHPAX) has a less-than-ideal Long-term performance (5-year return 3.37% vs 4.77 % Health category average)
• Saratoga Health & Biotechnology A Fund (SHPAX) ratio of up-years vs down years can be improved
• Saratoga Health & Biotechnology A Fund (SHPAX) has a Morningstar rating of 3 and below
• Saratoga Health & Biotechnology A Fund (SHPAX) is less safe compared to its Health peers
• Saratoga Health & Biotechnology A Fund (SHPAX) has a higher management fee of 2.95% than its Health average of 1.98%
• Saratoga Health & Biotechnology A Fund (SHPAX) carries a 5.75% load

See Saratoga Health & Biotechnology A Fund (SHPAX) performance details as of February 28, 2010

  

  

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Saratoga Health & Biotechnology A Fund (SHPAX) Net Asset

Track net asset change of Saratoga Health & Biotechnology A fund (SHPAX)

Date	Net Asset
02/2010	$17.54M
01/2010	$6.20M
11/2009	$5.58M

More historic net asset information on Saratoga Health & Biotechnology A Fund (SHPAX)

  

Saratoga Health & Biotechnology A Fund (SHPAX) Portfolio Allocation

Track portfolio allocation change of Saratoga Health & Biotechnology A fund (SHPAX)

Date	Cash	Stock	Bond	Other
11/2009	1.74%	98.26%	0%	0%
09/2009	0.88%	99.12%	0%	0%
08/2009	0.86%	99.13%	0%	0%

Click here to see more historic asset allocation information on Saratoga Health & Biotechnology A Fund (SHPAX)

  

Most Recent Top 10 Holdings in Saratoga Health & Biotechnology A Fund (SHPAX)

Discover what Saratoga Health & Biotechnology A Fund (SHPAX) manager is buying

30-Nov-09 IMS HEALTH INC [7.3%] AMERISOURCEBERGEN CP [6.53%] Amgen Inc. [5.36%] WATSON PHARMACEUTCLS [5.34%] UNITEDHEALTH GROUP [4.55%] GLAXOSMITHKLINE PLC [4.19%] WATERS CP [4.11%] Teva Pharmaceutical Industries [4%] PFIZER INC [3.79%] ASTRAZENECA PLC ADS [3.77%]

30-Sep-09 Amgen Inc. [5.96%] AMERISOURCEBERGEN CP [5.91%] WATSON PHARMACEUTCLS [5.33%] Teva Pharmaceutical Industries [5.14%] IMS HEALTH INC [4.97%] UNITEDHEALTH GROUP [4.66%] WATERS CP [4.55%] GLAXOSMITHKLINE PLC [4.51%] MEDICIS PHARMA CP [4.12%] ASTRAZENECA PLC ADS [4.11%]

31-Aug-09 Amgen Inc. [5.96%] AMERISOURCEBERGEN CP [5.91%] WATSON PHARMACEUTCLS [5.33%] Teva Pharmaceutical Industries [5.14%] IMS HEALTH INC [4.97%] UNITEDHEALTH GROUP [4.66%] WATERS CP [4.55%] GLAXOSMITHKLINE PLC [4.51%] MEDICIS PHARMA CP [4.12%] ASTRAZENECA PLC ADS [4.11%]

Click here for Stock Holding Change Map in Saratoga Health & Biotechnology A Fund (SHPAX)

  

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See more information on Saratoga Health & Biotechnology A Fund (SHPAX)

• Saratoga Health & Biotechnology A Fund Insights
• Saratoga Health & Biotechnology A Fund Performance Data
• Saratoga Health & Biotechnology A Fund News
• Saratoga Health & Biotechnology A Fund Score Explaination
• Saratoga Health & Biotechnology A Fund Manager Information
• Historic Saratoga Health & Biotechnology A Fund Asset Allocation Report
• Historic Saratoga Health & Biotechnology A Fund Top 10 Holding Tracking
• Historic Saratoga Health & Biotechnology A Fund Asset Under Management Tracking