Saratoga Health & Biotechnology Fund (SHPAX) belongs to the Health & Biotech Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SHPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SHPAX
SHPAX charges 2.90% annually. There are 48 mutual funds in the Health & Biotech Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | 19.00B | Feb 2004 | SHPAX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 37.00B | Nov 2001 | SHPAX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 37.00B | May 1984 | SHPAX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | SHPAX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | SHPAX vs FIJYX |
Best Risk-Adjusted Alternatives to SHPAX
SHPAX has a PortfoliosLab risk / return rank of 47. There are 33 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 97 | — | Sep 1997 | SHPAX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 95 | — | Oct 2018 | SHPAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 95 | — | Dec 2000 | SHPAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 95 | — | Dec 2000 | SHPAX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 95 | — | Dec 2000 | SHPAX vs FBTTX |
Top Performing SHPAX Alternatives (YTD)
SHPAX is at 7.01% YTD. There are 32 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 27.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 27.64% | — | Oct 2018 | SHPAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 27.54% | — | Dec 2000 | SHPAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 27.38% | — | Dec 2000 | SHPAX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 27.22% | — | Dec 2000 | SHPAX vs FBTTX | |
| Franklin Biotechnology Discovery Fund | 23.77% | — | Sep 1997 | SHPAX vs FBDIX |
Lowest Volatility Alternatives to SHPAX
SHPAX has 15.04% 1-year volatility. There are 4 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.03% | — | Aug 1989 | SHPAX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.87% | — | Dec 1999 | SHPAX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.88% | — | Oct 2000 | SHPAX vs SHSSX | |
| Live Oak Health Sciences Fund | 14.97% | — | Jun 2001 | SHPAX vs LOGSX | |
| Putnam Global Health Care Fund | 15.20% | — | May 1982 | SHPAX vs PHSTX |
Lowest Drawdown Alternatives to SHPAX
SHPAX has a 1-year max drawdown of -9.33%. There are 12 mutual funds in the Health & Biotech Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Biotechnology Portfolio | -7.62% | — | Dec 1985 | SHPAX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | SHPAX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | SHPAX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | SHPAX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | SHPAX vs FIJYX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 8 categories.
Often Compared With SHPAX
Investors most often compare SHPAX with AHSAX, ETIHX, FHCCX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SHPAX with Any Fund or Stock
Compare SHPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SHPAX with funds that move differently
Saratoga Health & Biotechnology Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHPAX.
Explore SHPAX Diversifiers