The fund will normally invest at least 80 percent of its total assets in equity securities of U.S. and foreign healthcare companies and biotechnology companies, regardless of their stock market value . Saratoga Advantage is traded on NASDAQ Exchange in the United States. Maximum drawdown of 3.7% indicates contained downside risk. It is managed by Saratoga. With a beta of 0.65, HEALTH BIOTCHNOLOGY shows lower sensitivity to broader market movements.
Health Biotchnology Portfolio (SHPAX) currently is priced at $20.82 as of May 7, 2026, representing with little price movement after opening at $20.83. HEALTH BIOTCHNOLOGY currently exhibits 22% estimated likelihood of significant NAV decline over the forecast period. Over the prior 90 trading days, HEALTH BIOTCHNOLOGY has delivered negative risk-adjusted returns, in line with its weak performance profile. The performance scores reflect data spanning February 6, 2026 through May 7, 2026. Learn more.
Health Biotchnology Portfolio [SHPAX] is traded in USA. The fund is listed under the Health category and is part of the Saratoga family. This fund at this time has accumulated $10.84 million in assets with no minimum investment requirements. Health Biotchnology is currently producing a year-to-date (YTD) return of 0.09%, while the total return for the last 3 years is 5.99%. HEALTH BIOTCHNOLOGY is an operator in the health segment where revenue is driven by core operating activity and end-market demand. HEALTH BIOTCHNOLOGY financial stability analysis
Instrument Allocation
Mutual Fund Notable Updates
Legal Name
HEALTH & BIOTCHNOLOGY PORTFOLIO HEALTH & BIOTECHNOLOGY PORTFOLIO CLASS A
Shareholder alerts for HEALTH BIOTCHNOLOGY, a Health mutual fund, flag conditions that may warrant re-evaluating your position. A concise alert layer reduces the chance of ignoring material changes to the fund's distribution policy or income stability.
Health Biotchnology generated a negative expected return over the last 90 days
Top Health Biotchnology Portfolio Mutual Fund Constituents
Monitoring HEALTH BIOTCHNOLOGY's daily metrics gives shareholders faster feedback on whether the fund's holdings are trending or reversing. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating.
NAV projections for Health Biotchnology Portfolio within rely on smoothing, regression, and moving-average techniques applied to historical prices. With a one-year return of 15.3%, these models describe observed NAV patterns. Current fund positioning must match historical conditions.
The fund overview for HEALTH BIOTCHNOLOGY summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Mutual Fund Funds. The current allocation is approximately 96.0% equities and 4.0% cash. It is classified under Health within the Saratoga family.
Methodology
Unless otherwise specified, data for Health Biotchnology Portfolio is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Health Biotchnology Portfolio market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: We reference public fund disclosures, holdings reports, and market data feeds and regulatory disclosures, including those published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data may be normalized and delayed in some cases. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Health Biotchnology Portfolio may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board