Saratoga Large Capitalization Value B
1101 Stewart Ave Mineola, NY 11501-4803
Map
Phone: 800-807-3863
| Category: | Large Value | | Fund Family: | Saratoga | | Net Assets: | 90.00K | | Year-to-Date Return: | 30.28% | | Yield: | 1.92% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-99 |
|
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: | $0 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| 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
| 82.00% | | Average for Category:
| 75.50% |
|
| Expense | SLVZX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | 5.00%
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
|
|
0.26% Nasdaq 
Profile
