Energy Basic is trading at 9.73 as of the 4th of July 2025; that is 0.21 percent decrease since the beginning of the trading day. The fund's open price was 9.75. Energy Basic has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 5th of April 2025 and ending today, the 4th of July 2025. Click here to learn more.
The fund will normally invest at least 80 percent of its total assets in equity securities issued by U.S. and foreign Energy and Basic Materials Companies, regardless of their stock market value . It utilizes the Standard Poors classification system for purposes of determining whether a company is an Energy or Basic Materials Company. More on Energy Basic Materials
Energy Basic Materials [SEPCX] is traded in USA and was established 4th of July 2025. Energy Basic is listed under Saratoga category by Fama And French industry classification. The fund is listed under Natural Resources category and is part of Saratoga family. This fund at this time has accumulated 1.32 M in assets with minimum initial investment of 250. Energy Basic Materials is currently producing year-to-date (YTD) return of 4.71% with the current yeild of 0.02%, while the total return for the last 3 years was -3.84%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Energy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Energy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Energy Basic Materials Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Energy Basic Materials Mutual Fund Constituents
Other Information on Investing in Energy Mutual Fund
Energy Basic financial ratios help investors to determine whether Energy 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 Energy with respect to the benefits of owning Energy Basic security.