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    Saratoga Large Capitalization Growth I (SLCGX)

    27.56 Down 0.37(1.32%) Apr 17
    Prev Close:27.93
    YTD Return*:2.92%
    Net Assets*:36.85M
    Yield*:0.04%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for SLCGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CSCO5.63-0.59
    AMZN5.3119.30
    FB5.224.67
    MNST5.0226.11
    V4.64-0.38

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:36.85M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.21%

    Performance & Risk

    YTD Return:2.92%
    5y Avg Return:18.65%
    Rank in Category (ytd):59
    % Rank in Category (ytd):3.34%
    Beta (3y):1.07
    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. The Portfolio generally concentrates its holdings in a relatively small number of companies across a wide range of sectors and industries. View More
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