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    Saratoga Large Capitalization Growth I (SLCGX)

    27.18 Up 0.06(0.22%) Dec 26
    Prev Close:27.12
    YTD Return*:13.56%
    Net Assets*:37.13M
    Yield*:0.22%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for SLCGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    FB5.3738.08
    CSCO5.0927.33
    V4.5517.52
    ORCL4.4711.50
    AMZN4.41-18.17

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:37.13M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.21%

    Performance & Risk

    YTD Return:13.56%
    5y Avg Return:20.16%
    Rank in Category (ytd):20
    % Rank in Category (ytd):1.17%
    Beta (3y):1.04
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks capital appreciation. The fund normally invests 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 stocks and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities. Such investment strategies could result in the Portfolio not achieving its investment objective. View More
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