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Saratoga Advantage Tr. Energy & Basic Materials Cl A: (MF: SBMBX)

(NASDAQ Mutual Funds) As of Aug 19, 2024 08:00 PM ET

$12.71 USD

+0.08 (0.63%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for SBMBX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Saratoga Energy & Basic Materials A SBMBX 5.75 NA 0.00 0.40 1.25 3.52

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Saratoga Energy & Basic Materials I SEPIX 13.42 1/7/2003 1.62 2.94 11.94 6.49
Saratoga Energy & Basic Materials C SEPCX 10.11 1/8/2003 0.00 1.93 10.81 5.41
Saratoga Energy & Basic Materials A SBMBX 12.71 10/7/1998 1.16 2.53 11.55 6.09

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Saratoga Energy & Basic Materials A SBMBX 250 0 0 A

Contact Information

Family Saratoga Capital Management
Address 1101 Stewart Ave, Ste 207
Garden City, NJ 11530
Phone 800 807-3863