STPAX Rating, Research - Saratoga Technology & Comm A

Saratoga Technology & Comm A (stpax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 206

Threats + Weaknesses = 96

When strengths & opportunities substantially exceed threats & weaknesses an investment in the stpax mutual fund has great long term potential.

Fund Management Team

Saratoga Funds

Fund Description Update

Saratoga Technology & Comm A (STPAX) Description: STPAX is a mutual fund, which is an investment that owns a basket of assets. The STPAX mutual fund was provided by Saratoga and this investment vehicle derives the majority of its value from equity holdings (stocks). Saratogas mutual fund has a long management tenure and is in the small fund size classification. STPAXs minimum initial investment amount is $250 while the IRA minimum is $0. STPAXs expense ratio is roughly 3%. The latest STPAXs front end load was 6% and the back end load was 0%. The Saratoga Technology & Comm A (STPAX) mutual fund falls under the technology category. STPAX focuses its investments in USA and STPAX is focused on the technology industry or fund sector. The Saratoga Technology & Comm A (STPAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find STPAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of STPAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and, secondarily, current income. The fund normally invests at least 80% of assets in equity securities (see equity research) of companies engaged in utilities-related industries. It invests primarily in equity securities (see equity research). The fund may also invest in other investments that have economic characteristics similar to the funds direct investments, including derivatives, exchange-traded funds and American Depositary Receipts. The fund may invest up to 25% of net assets in foreign securities of issuers doing business in utilities-related industries.

Management Analysis Update

Performance Analysis Update