Financial Services Portfolio Fund Quote
| SFPAX Fund | USD 10.97 0.10 0.92% |
PerformanceSolid
| Odds Of DistressLow
|
Financial Services is trading at 10.97 as of the 19th of July 2025; that is 0.92% up since the beginning of the trading day. The fund's open price was 10.87. Financial Services has less than a 17 % 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 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund will normally invest at least 80 percent of its total assets in U.S. and foreign equity securities issued by financial services companies, regardless of their stock market value . Equity securities include common stocks, securities convertible into common stocks, preferred stocks and warrants. More on Financial Services Portfolio
Moving together with Financial Mutual Fund
Financial Mutual Fund Highlights
| Fund Concentration | Saratoga Funds, Large Value Funds, Financial Funds, Financial, Saratoga, Large Value, Financial (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of December 2022 |
| Fiscal Year End | August |
Financial Services Portfolio [SFPAX] is traded in USA and was established 19th of July 2025. Financial Services is listed under Saratoga category by Fama And French industry classification. The fund is listed under Financial category and is part of Saratoga family. This fund at this time has accumulated 1.11 M in assets with no minimum investment requirementsFinancial Services is currently producing year-to-date (YTD) return of 4.86%, while the total return for the last 3 years was 15.44%.
Check Financial Services Probability Of Bankruptcy
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 Financial 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 Financial 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 Financial Services Portfolio 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 Financial Services Portfolio Mutual Fund Constituents
| AFL | Aflac Incorporated | Stock | Financials | |
| BK | The Bank of | Stock | Financials | |
| CME | CME Group | Stock | Financials | |
| ALL | The Allstate | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| SPGI | SP Global | Stock | Financials | |
| PNC | PNC Financial Services | Stock | Financials |
Financial Services Risk Profiles
| Mean Deviation | 0.762 | |||
| Semi Deviation | 0.7399 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.03 |
Financial Services Against Markets
Other Information on Investing in Financial Mutual Fund
Financial Services financial ratios help investors to determine whether Financial 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 Financial with respect to the benefits of owning Financial Services security.
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