Saratoga Technology & Communications Portfolio (STPAX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STPAX
STPAX charges 2.53% annually. There are 75 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 170.10B | Mar 2004 | STPAX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | STPAX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | STPAX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | STPAX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | STPAX vs FIKHX |
Best Risk-Adjusted Alternatives to STPAX
STPAX has a PortfoliosLab risk / return rank of 17. There are 63 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | STPAX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 96 | — | Jul 1985 | STPAX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Nov 2001 | STPAX vs SCMIX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Jun 1983 | STPAX vs CCOYX | |
| Columbia Seligman Technology and Information Fund | 95 | — | Jun 1983 | STPAX vs SLMCX |
Top Performing STPAX Alternatives (YTD)
STPAX is at 7.08% YTD. There are 62 mutual funds in the Technology Equities category with higher YTD returns, going as high as 70.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 70.12% | — | Jul 1985 | STPAX vs FDCPX | |
| Rydex Electronics Fund | 69.01% | — | Mar 1998 | STPAX vs RYSIX | |
| Fidelity Advisor Semiconductors Fund Class Z | 60.76% | — | Oct 2018 | STPAX vs FIKGX | |
| Fidelity Select Semiconductors Portfolio | 60.71% | — | Jul 1985 | STPAX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class I | 60.67% | — | Dec 2000 | STPAX vs FELIX |
Lowest Volatility Alternatives to STPAX
STPAX has 17.91% 1-year volatility. There are 3 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.49% | — | Nov 1993 | STPAX vs GTTIX | |
| Towpath Technology Fund | 15.52% | — | Feb 2021 | STPAX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 16.11% | 6.30B | Mar 2005 | STPAX vs VTCAX | |
| Virtus Artificial Intelligence & Technology Opport... | 19.26% | — | Oct 2019 | STPAX vs AIO | |
| ARK Venture Fund | 19.76% | — | Sep 2022 | STPAX vs ARKVX |
Lowest Drawdown Alternatives to STPAX
STPAX has a 1-year max drawdown of -15.49%. There are 28 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | STPAX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | STPAX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | STPAX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | STPAX vs BOGSX | |
| Virtus Artificial Intelligence & Technology Opport... | -11.42% | — | Oct 2019 | STPAX vs AIO |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Saratoga Large Capitalization Growth Portfolio | Large Cap Growth Equities | 12 | 0.29% | — | Sep 1994 | STPAX vs SLCGX | |
| Saratoga Moderate Balanced Allocation Portfolio | Diversified Portfolio | 27 | 4.12% | — | Dec 2017 | STPAX vs SBMIX | |
| Saratoga Mid Capitalization Portfolio | Mid Cap Blend Equities | 27 | 14.93% | — | Jun 2002 | STPAX vs SPMAX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 49 | 6.11% | — | Jul 1999 | STPAX vs SHPAX | |
| Saratoga Small Capitalization Portfolio | Small Cap Growth Equities | 54 | 22.77% | — | Sep 1994 | STPAX vs SSCPX | |
| Saratoga International Equity Portfolio | Foreign Large Cap Equities | 43 | 13.57% | — | Sep 1994 | STPAX vs SIEPX | |
| Saratoga Municipal Bond Portfolio | Ultrashort Bond | 93 | 0.00% | — | Sep 1994 | STPAX vs SMBPX | |
| Saratoga Aggressive Balanced Allocation Portfolio | Diversified Portfolio | 30 | 5.70% | — | Dec 2017 | STPAX vs SABIX | |
| Saratoga Conservative Balanced Allocation Portfoli... | Diversified Portfolio | 29 | 2.67% | — | Dec 2017 | STPAX vs LUNAX | |
| Saratoga Investment Quality Bond Portfolio | Short-Term Bond | 7 | -1.58% | — | Sep 1994 | STPAX vs SIBPX |
Often Compared With STPAX
Investors most often compare STPAX with SAMIX, SMICX, TSNIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare STPAX with Any Fund or Stock
Compare STPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STPAX with funds that move differently
Saratoga Technology & Communications Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STPAX.
Explore STPAX Diversifiers