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Saratoga


Saratoga Energy & Basic Materials Fund seeks capital growth. The fund normally invests at least 80 percent of assets in common stocks issued by natural resource companies and companies supportive to natural resource companies. It may invest up to 35 percent of assets in debt rated below investment-grade. It may also invest up to 10 percent of assets in foreign securities, excluding Canada in which the fund may invest without limit. The fund is non-diversified.

Saratoga Fund Family provides different mutual funds such as Saratoga Financial Service Fund, Saratoga Health & Biotechnology Fund, Saratoga International Equity Fund and many more. It seeks long-term growth. The fund normally invests at least 65 percent of total assets in U.S. and foreign securities issued by financial services companies. It primarily in common stocks. The fund invests at least 25 percent of its assets in securities of companies in the finance and insurance industry. It invests up to 25 percent of total assets on foreign companies. The fund is non-diversified. 

Saratoga Health & Biotechnology Fund seeks long-term growth of capital. The fund invests at least 80 percent of total assets in equity securities issued by healthcare companies and biotechnology companies and up to 25 percent of total assets in foreign companies. The fund also invests primarily in common stocks regardless of their market capitalization. This fund is non-diversified. 

Saratoga International Equity Fund seeks long-term capital appreciation. The fund normally invests at 80 percent of assets in foreign equity securities, including common and preferred stocks. It may also invest in bonds, rights, and warrants convertible into common stock. The fund typically invests at least 65 percent of assets in securities of issuers located in at least three foreign countries.
 
Saratoga Mid Capitalization Fund seeks long-term capital appreciation. The fund invests at least 80 percent of its total assets in equity securities of U.S companies that have a total market capitalization of between 1 billion dollar and 15 billion dollar at the time of purchase. It may also invest up to 20 percent of its assets in equity securities of foreign countries and in securities convertible into common stock of U.S. companies. The portfolio may also invest in investment grade debt securities.
 
The goal of Saratoga is to combine your investments in each asset class to create a properly diversified portfolio to try to maximize your investment returns for the amount of risk that you are willing to take.

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