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Saratoga Large Capitalization Growth I (SLCGX)

26.12 Up 0.40(1.56%) May 24
Prev Close:25.72
YTD Return*:-2.89%
Net Assets*:39.91M
Yield*:N/A

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for SLCGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL3.98N/A
HD3.67N/A
GILD3.44N/A
MCD3.21N/A
ACN2.89N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:39.91M
Category:Large Growth
Annual Report Expense Ratio (net):1.16%

Performance & Risk

YTD Return:-2.89%
5y Avg Return:12.51%
Rank in Category (ytd):53
% Rank in Category (ytd):3.13%
Beta (3y):1.05
Morningstar Risk Rating:4

Fund Summary

The investment seeks capital appreciation. The Portfolio will normally invest at least 80% of its total assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or more. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities. View More
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