Technology Munications Portfolio Fund Quote

STPIX Fund  USD 28.29  0.22  0.77%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Technology Munications is trading at 28.29 as of the 14th of July 2025; that is 0.77 percent decrease since the beginning of the trading day. The fund's open price was 28.51. Technology Munications has less than a 16 % 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 15th of April 2025 and ending today, the 14th 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 technology and communications companies, both domestic and foreign, regardless of their stock market value . Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. More on Technology Munications Portfolio

Moving together with Technology Mutual Fund

  0.67VVPR VivoPower InternationalPairCorr

Moving against Technology Mutual Fund

  0.84VSTE Vast RenewablesPairCorr
  0.77VISL Vislink TechnologiesPairCorr
  0.67EXOD Exodus Movement,PairCorr
  0.61APCXW AppTech Payments CorpPairCorr
  0.37VBIX Viewbix Common StockPairCorr

Technology Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Blend Funds, Technology Funds, Technology, Saratoga, Large Growth, Technology (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Technology Munications Portfolio [STPIX] is traded in USA and was established 14th of July 2025. Technology Munications is listed under Saratoga category by Fama And French industry classification. The fund is listed under Technology category and is part of Saratoga family. This fund at this time has accumulated 39.32 M in assets with minimum initial investment of 250. Technology Munications is currently producing year-to-date (YTD) return of 8.53%, while the total return for the last 3 years was 20.37%.
Check Technology Munications 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 Technology 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 Technology 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 Technology Munications 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 Technology Munications Portfolio Mutual Fund Constituents

CHKPCheck Point SoftwareStockInformation Technology
INTCIntelStockInformation Technology
QCOMQualcomm IncorporatedStockInformation Technology
ORCLOracleStockInformation Technology
MSFTMicrosoftStockInformation Technology
KLACKLA TencorStockInformation Technology
AAPLApple IncStockInformation Technology
GOOGLAlphabet Inc Class AStockCommunication Services
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Technology Munications Top Holders

SAMIXModerately Aggressive BalancedMutual FundAllocation--50% to 70% Equity
SMPAXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
SBMCXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
SABAXSalient Alternative BetaMutual FundAllocation--70% to 85% Equity
SBMIXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
SABCXSalient Alternative BetaMutual FundAllocation--70% to 85% Equity
SABIXAggressive Balanced AllocationMutual FundAllocation--70% to 85% Equity
SAMCXSalient Mlp FundMutual FundAllocation--50% to 70% Equity
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Technology Munications Risk Profiles

Technology Munications Against Markets

Other Information on Investing in Technology Mutual Fund

Technology Munications financial ratios help investors to determine whether Technology 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 Technology with respect to the benefits of owning Technology Munications security.
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