Saratoga Large Capitalization Value C
1101 Stewart Ave Mineola, NY 11501-4803
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Phone: 800-807-3863
| Category: | Large Value | | Fund Family: | Saratoga | | Net Assets: | 680.00K | | Year-to-Date Return: | 26.86% | | Yield: | 2.01% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-99 |
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Martin D. Sass
Lead Manager since
18-Aug-08 | | | Sass is Chairman and Chief Executive Officer of M.D. Sass. He formed M.D. Sass in 1972. He has 44 years of investment experience. |
| 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 total return. The fund normally invests at least 80% of assets in a diversified portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or greater at the time of purchase, including common stocks, preferred stocks, securities convertible into common stocks and warrants. |
| Last Dividend
(23-Dec-08):
| 0.19 | | Last Cap Gain
(20-Dec-07):
| 2.56 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.44% |
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| Expense | SLVCX | Category
Avg | | Total Expense Ratio: | 2.52%
| 1.28% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | 1.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ 785 | $638 | | 5 Yr Expense Projection*: |
$ 1,340 | $966 | | 10 Yr Expense Projection*: |
$ 2,856 | $1,855 |
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