Saratoga Health & Biotechnology FundSHPCX
Type
Mutual fund
Peer group
US equity: Healthcare
Net assets
$11.6M
Expense ratio
3.60%
1-year return
+18.0%
3 years, a year
+9.5%
5 years, a year
+7.6%
Holdings
30
What it aims to do.
The Health & Biotechnology Portfolio seeks long-term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CAH Cardinal Health, Inc. | 6.77% |
| MCK Mckesson Corp. | 5.88% |
| AMGN Amgen Inc. | 5.86% |
| COR Cencora Inc | 5.39% |
| JAZZ Jazz Pharmaceuticals PLC | 5.30% |
| UTHR United Therapeutics Corporation | 5.04% |
| NVS Novartis AG | 4.56% |
| REGN Regeneron Pharmaceuticals, Inc. | 4.51% |
| GILD Gilead Sciences Inc. | 3.94% |
| JNJ Johnson & Johnson | 3.90% |
More on SHPCX.
- SHPCX overview
- SHPCX holdings
- SHPCX risk
- SHPCX costs
- SHPCX money in and out
- SHPCX share classes
- Compare SHPCX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.