Saratoga Health & Biotechnology Fund
Shareclass
Saratoga Health & Biotechnology A (SHPAX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 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: 90 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
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 Health & Biotechnology Fund SHPAX
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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. Novartis AG ADR3.96% of assets$416,935 invested
- 2. Johnson & Johnson2.86% of assets$301,829 invested
- 3. Merck & Co Inc2.73% of assets$287,771 invested
- 4. Amgen Inc5.89% of assets$620,608 invested
- 5. The Cigna Group4.28% of assets$451,059 invested
- 6. Cencora Inc5.58% of assets$587,604 invested
- 7. Regeneron Pharmaceuticals Inc4.03% of assets$424,934 invested
- 8. Cardinal Health Inc4.48% of assets$472,413 invested
- 9. Elevance Health Inc3.75% of assets$394,944 invested
- 10. Gilead Sciences Inc3.26% of assets$343,769 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. Ensign Group Inc1.84% of assets$193,971 invested
- 2. Inspire Medical Systems Inc1.81% of assets$190,817 invested
- 3. Exelixis Inc4.33% of assets$456,627 invested
- 4. Molina Healthcare Inc3.04% of assets$320,496 invested
- 5. Revvity Inc3.19% of assets$335,598 invested
- 6. Medtronic PLC2.67% of assets$280,902 invested
- 7. Labcorp Holdings Inc2.34% of assets$246,704 invested
- 8. McKesson Corp6.07% of assets$639,340 invested
- 9. DaVita Inc2.03% of assets$214,005 invested
- 10. United Therapeutics Corp4.1% of assets$431,578 invested
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Financial performance
Performance data provided by
Find more financial data on SHPAX at Morningstar.com
Find more financial data on SHPAX at Morningstar.comGender Equality and Returns
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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.
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