During the first quarter of 2018, Financial stocks slightly trailed the broad market averages. The Saratoga Financial Services Portfolio benefited from favorable stock selection within Regional Bank Holdings. Financial Exchanges and Data was the best performing sector allocation. The primary sources of underperformance were stock selection in the Money Center Banks (aka Diversified Banks), while the worst performing group for was Life and Health Insurance.
Information contained herein was obtained from recognized statistical services and other sources believed to be reliable and we therefore cannot make any representation as to its completeness or accuracy. Any statements not of a factual nature constitute opinions which are subject to change without notice.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Saratoga Advantage Trust mutual funds. This and other important information about the Saratoga Advantage Trust's funds is contained in the prospectus, which can be obtained by clicking here, or by calling (800) 807-FUND, and which should be read carefully before investing. The Saratoga Advantage Trust's funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Saratoga Capital Management, LLC is not affiliated with Northern Lights Distributors, LLC. 4/18 © Saratoga Capital Management, LLC; All Rights Reserved.