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Mutual Funds: SARATOGA

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
SARATOGA HEALTH AND BIOTECHNOLOGY PORT C (SBHIX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA ENERGY AND BASIC MATERIALS PORT (SEPIX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA FINANCIAL SERVICES PORT CL A (SFPAX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA FINANCIAL SERVICES PORT CL I (SFPIX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA US GOVT MONEY MKT PORT CL A (SGAXX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA INVESTMENT QUALITY BD PORT CL I (SIBPX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA INTL EQTY PORT CL I (SIEPX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA LARGE CAP GWTH PORT CL I (SLCGX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA LARGE CAP VALUE PORT CL I (SLCVX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA LARGE CAP GWTH PORT CL A (SLGYX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA LARGE CAP VALUE PORT CL A (SLVYX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA MUNI BD PORT CL A (SMBAX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA MUNI BD PORT CL I (SMBPX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA MID CAP PORT CL I (SMIPX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA MID CAP PORT CL A (SPMAX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA INVESTMENT QUALITY BD PORT CL A (SQBAX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA SMALL CAP PORT CL I (SSCPX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA SMALL CAP PORT CL A (SSCYX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA TECH AND COMMUNICATIONS PORT CL (STPAX)
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1 $0.00 $0.00 $0.00 $0.00
SARATOGA TECH AND COMMUNICATIONS PORT CL (STPIX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.