Saratoga Large Capitalization Growth C
1101 Stewart Ave Mineola, NY 11501-4803
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Phone: 800-807-3863
| Category: | Large Growth | | Fund Family: | Saratoga | | Net Assets: | 1.09M | | Year-to-Date Return: | 22.45% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-99 |
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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):
| 0.00 | | Last Cap Gain
(14-Dec-01):
| 0.04 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | SLGCX | Category
Avg | | Total Expense Ratio: | 2.28%
| 1.33% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 712 | $672 | | 5 Yr Expense Projection*: |
$ 1,220 | $1,053 | | 10 Yr Expense Projection*: |
$ 2,615 | $2,074 |
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0.34% Nasdaq 0.00%
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