Energy Basic Materials Fund Quote

SEPCX Fund  USD 9.81  0.10  1.01%   

Performance

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Odds Of Distress

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Low
Energy Basic is trading at 9.81 as of the 21st of March 2025; that is 1.01 percent decrease since the beginning of the trading day. The fund's open price was 9.91. 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 21st of December 2024 and ending today, the 21st of March 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 . Saratoga Advantage is traded on NASDAQ Exchange in the United States. More on Energy Basic Materials

Energy Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Value Funds, Natural Resources Funds, Natural Resources, Saratoga, Large Value, Natural Resources (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Energy Basic Materials [SEPCX] is traded in USA and was established 21st of March 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 3.42% with the current yeild of 0.02%, while the total return for the last 3 years was 2.26%.
Check Energy Basic Probability Of Bankruptcy

Instrument Allocation

Top Energy Basic Materials Mutual Fund Constituents

DOWDow IncStockMaterials
KMIKinder MorganStockEnergy
VLOValero EnergyStockEnergy
OKEONEOK IncStockEnergy
LYBLyondellBasell Industries NVStockMaterials
XOMExxon Mobil CorpStockEnergy
STLDSteel DynamicsStockMaterials
MPCMarathon Petroleum CorpStockEnergy
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Energy Basic Materials Risk Profiles

Energy Basic Against Markets

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.
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