Saratoga Large Capitalization Growth I
1101 Stewart Ave Mineola, NY 11501-4803
Map
Phone: 800-807-3863
| Category: | Large Growth | | Fund Family: | Saratoga | | Net Assets: | 22.84M | | Year-to-Date Return: | 25.53% | | Yield: | 0.27% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Sep-94 |
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Mark B. Baribeau
Lead Manager since
28-Nov-05 | | | Mark Baribeau, CFA: began investment career in 1985; joined Loomis Sayles in 1989; has managed the Fund since inception; BA, University of Vermont; MA, University of Maryland. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or more, including common stocks, preferred stocks, securities convertible into common stocks and warrants. |
| Last Dividend
(23-Dec-08):
| 0.03 | | Last Cap Gain
(14-Dec-01):
| 0.04 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 101.52% |
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| Expense | SLCGX | Category
Avg | | Total Expense Ratio: | 1.28%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 406 | $658 | | 5 Yr Expense Projection*: |
$ 702 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,545 | $2,035 |
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1.77% Nasdaq 
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