Financial Services is trading at 10.81 as of the 27th of January 2025; that is 0.28% up since the beginning of the trading day. The fund's open price was 10.78. Financial Services has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of December 2024 and ending today, the 27th of January 2025. Click here to learn more.
The fund will normally invest at least 80 percent of its total assets in U.S. and foreign equity securities issued by financial services companies, regardless of their stock market value . Saratoga Advantage is traded on NASDAQ Exchange in the United States. More on Financial Services Portfolio
Financial Services Portfolio [SFPAX] is traded in USA and was established 27th of January 2025. Financial Services is listed under Saratoga category by Fama And French industry classification. The fund is listed under Financial category and is part of Saratoga family. This fund at this time has accumulated 1.11 M in assets with no minimum investment requirementsFinancial Services is currently producing year-to-date (YTD) return of 5.05%, while the total return for the last 3 years was 8.3%.
Check Financial Services Probability Of Bankruptcy
Instrument Allocation
Top Financial Services Portfolio Mutual Fund Constituents
Other Information on Investing in Financial Mutual Fund
Financial Services financial ratios help investors to determine whether Financial Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Financial with respect to the benefits of owning Financial Services security.