Technology Munications Portfolio Fund Quote

STPCX Fund  USD 14.72  0.06  0.41%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Technology Munications is trading at 14.72 as of the 10th of November 2024; that is 0.41 percent decrease since the beginning of the trading day. The fund's open price was 14.78. Technology Munications has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Technology Munications Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of October 2024 and ending today, the 10th of November 2024. 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 against Technology Mutual Fund

  0.78DLPX Delphax TechnologiesPairCorr
  0.77DZSI DZS IncPairCorr
  0.77VVPR VivoPower InternationalPairCorr
  0.76VHAI VHAIPairCorr
  0.76ELCO Elcom InternationalPairCorr
  0.71DMAN Innovativ Media GroupPairCorr

Technology Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Blend Funds, Technology Funds, Technology, Saratoga (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Technology Munications Portfolio [STPCX] is traded in USA and was established 10th of November 2024. 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 no minimum investment requirementsTechnology Munications is currently producing year-to-date (YTD) return of 15.91%, while the total return for the last 3 years was 4.04%.
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
SNPSSynopsysStockInformation Technology
QCOMQualcomm IncorporatedStockInformation Technology
ORCLOracleStockInformation Technology
MSFTMicrosoftStockInformation Technology
KLACKLA TencorStockInformation Technology
AAPLApple IncStockInformation Technology
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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.
Performance Analysis
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