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Saratoga Large Capitalization Value I (SLCVX)
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28.51 - YTD Return 6.67%
- Expense Ratio 2.06%
- Category Large Value
- Last Cap Gain 9.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 20.92M
- Beta (5Y Monthly) 0.90
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 90.00%
- Last Dividend 0.07
- Inception Date Feb 14, 2006
The fund will normally invest 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 stock and warrants.
Saratoga
Fund Family
Large Value
Fund Category
20.92M
Net Assets
2006-02-14
Inception Date
Performance Overview: SLCVX
Trailing returns as of 4/23/2024. Category is Large Value.
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SLCGX Saratoga Large Capitalization Growth I
28.10
-0.21%
SSCPX Saratoga Small Capitalization I
7.24
-0.55%
SMIPX Saratoga Mid Capitalization I
14.04
-0.07%
SIEPX Saratoga International Equity I
10.97
-0.18%
STPIX Saratoga Technology & Comm I
25.90
+0.08%
SLVCX Saratoga Large Capitalization Value C
19.57
+0.15%
SLVYX Saratoga Large Capitalization Value A
26.27
+0.19%
SBHIX Saratoga Health & Biotechnology I
22.91
+0.04%
SEPIX Saratoga Energy & Basic Materials I
14.90
+0.20%
SLGCX Saratoga Large Capitalization Growth C
9.43
-0.21%
SLCAX SEI Large Cap A (SIIT)
14.92
-0.13%
SLVIX Columbia Select Large Cap Value Inst2
33.95
-0.03%
SIBPX Saratoga Investment Quality Bond I
9.06
-0.11%
SLGYX Saratoga Large Capitalization Growth A
23.20
-0.26%
SLVRX Columbia Select Large Cap Value R
31.60
-0.03%
SLPAX SEI Small Cap A (SIIT)
12.75
-0.16%
Holdings: SLCVX
Top 10 Holdings (65.92% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorSLCVX
Healthcare 20.69%
Technology 18.94%
Industrials 17.56%
Communication Services 12.99%
Real Estate 10.37%
Consumer Defensive 7.69%
Financial Services 6.91%
Consumer Cyclical 4.87%
Basic Materials 0.00%
Utilities 0.00%
Energy 0.00%
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