Saratoga Financial Service Fund
Shareclass
Saratoga Financial Services I (SFPIX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 326 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Saratoga Financial Service Fund SFPIX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Mastercard Inc Class A4.26% of assets$65,123 invested
- 2. Bank of America Corp4.03% of assets$61,590 invested
- 3. Citigroup Inc2.26% of assets$34,538 invested
- 4. JPMorgan Chase & Co4.27% of assets$65,369 invested
- 5. Wells Fargo & Co3.57% of assets$54,589 invested
- 6. PayPal Holdings Inc0.85% of assets$13,073 invested
- 7. Moodys Corp0.56% of assets$8,567 invested
- 8. WEX Inc0.7% of assets$10,683 invested
- 9. The Goldman Sachs Group Inc1.22% of assets$18,669 invested
- 10. S&P Global Inc1.15% of assets$17,613 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Blackstone Inc0.58% of assets$8,864 invested
- 2. Berkshire Hathaway Inc Class B9.97% of assets$152,608 invested
- 3. Interactive Brokers Group Inc Class A2.32% of assets$35,566 invested
- 4. Stifel Financial Corp2.1% of assets$32,069 invested
- 5. WR Berkley Corp1.13% of assets$17,347 invested
- 6. Bank OZK1.63% of assets$24,965 invested
- 7. American Financial Group Inc1.54% of assets$23,614 invested
- 8. Charles Schwab Corp0.47% of assets$7,158 invested
- 9. MGIC Investment Corp1.02% of assets$15,554 invested
- 10. Apollo Global Management Inc Class A2.11% of assets$32,242 invested
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Financial performance
Performance data provided by
Find more financial data on SFPIX at Morningstar.com
Find more financial data on SFPIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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