Health Biotchnology Portfolio Fund Quote

SHPAX Fund  USD 21.36  0.09  0.42%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Health Biotchnology is trading at 21.36 as of the 4th of January 2026; that is 0.42% up since the beginning of the trading day. The fund's open price was 21.27. Health Biotchnology has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 6th of October 2025 and ending today, the 4th of January 2026. Click here to learn more.
The fund will normally invest at least 80 percent of its total assets in equity securities of U.S. and foreign healthcare companies and biotechnology companies, regardless of their stock market value . Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. More on Health Biotchnology Portfolio

Moving together with Health Mutual Fund

  0.74SABAX Salient Alternative BetaPairCorr
  0.74SABIX Aggressive BalancedPairCorr
  0.73SABCX Salient Alternative BetaPairCorr
  0.74SAMAX Moderately AggressivePairCorr
  0.74SAMCX Salient Mlp FundPairCorr
  0.74SAMIX Moderately AggressivePairCorr

Moving against Health Mutual Fund

  0.72SFPIX Financial ServicesPairCorr

Health Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Funds, Health Funds, Health, Saratoga, Large Blend, Health (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date30th of December 2024
Fiscal Year EndAugust
Health Biotchnology Portfolio [SHPAX] is traded in USA and was established 4th of January 2026. Health Biotchnology is listed under Saratoga category by Fama And French industry classification. The fund is listed under Health category and is part of Saratoga family. This fund at this time has accumulated 11.46 M in assets with no minimum investment requirementsHealth Biotchnology is currently producing year-to-date (YTD) return of 2.77%, while the total return for the last 3 years was 2.74%.
Check Health Biotchnology Probability Of Bankruptcy

Instrument Allocation

Top Health Biotchnology Portfolio Mutual Fund Constituents

OMIOwens MinorStockHealth Care
JNJJohnson JohnsonStockHealth Care
DVADaVita HealthCare PartnersStockHealth Care
WATWatersStockHealth Care
ABBVAbbVie IncStockHealth Care
UTHRUnited TherapeuticsStockHealth Care
UNHUnitedHealth Group IncorporatedStockHealth Care
SYKStrykerStockHealth Care
More Details

Health Biotchnology Risk Profiles

Health Biotchnology Against Markets

Other Information on Investing in Health Mutual Fund

Health Biotchnology financial ratios help investors to determine whether Health Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Health with respect to the benefits of owning Health Biotchnology security.
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
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