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Saratoga International Equity A (SIEYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.33+0.10 (+0.89%)
At close: 08:00PM EDT

Saratoga International Equity A

Omaha, Nebraska 68137

4020 South 147th Street, Suite #2

Saratoga Advantage Trust

Management Information
John D. Brim,Lead Manager since February 19, 2018
John D. Brim, CFA, Chief Investment Officer,joined Smith Group in March 1998 and is a member of the investment management team.Prior to joining the firm, he was a manager within the institutional investment consulting group of Deloitte & Touche from 1997 to 1998. From 1990 to 1997, Brim held a variety of positions, including senior client manager with NationsBank Asset Management in Dallas. He earned his bachelor's degree in economics from Texas A&M University. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryForeign Large Blend
Fund FamilySaratoga
Net Assets3.3M
YTD Return1.38%
Yield0.41%
Morningstar Rating★
Inception DateAug 31, 1994

Fund Operations

Last Dividend0.05
Last Cap Gain-63.00
Holdings Turnover59.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSIEYXCategory Average
Annual Report Expense Ratio (net)2.17%0.92%
Prospectus Net Expense Ratio2.17%N/A
Prospectus Gross Expense Ratio2.17%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.28%
Max Deferred Sales LoadN/A1.46%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A