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Saratoga Large Capitalization Value I (SLCVX)

21.35 Up 0.64(3.09%) Oct 21
Prev Close:21.35
YTD Return*:7.21%
Net Assets*:29.36M
Yield*:0.25%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for SLCVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
RLGY4.93-26.34
ACT4.8141.95
AER4.704.95
WMB4.5745.60
MYL4.524.31

Fund Basics

Morningstar Overall Rating:
Total Assets:29.36M
Category:Large Blend
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:7.21%
5y Avg Return:14.90%
Rank in Category (ytd):40
% Rank in Category (ytd):2.47%
Beta (3y):1.27
Morningstar Risk Rating:5

Fund Summary

The investment seeks total return consisting of capital appreciation and dividend income. The fund normally invests at least 80% of its total 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. 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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