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    Saratoga Large Capitalization Growth A (SLGYX)

    24.67 Up 0.36(1.48%) Jun 29
    Prev Close:24.67
    YTD Return*:-1.61%
    Net Assets*:39.90M
    Yield*:N/A

    * As of 31-May-16

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

    Headlines

    • No Headlines available for SLGYX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    HD3.72N/A
    AAPL3.48N/A
    GILD3.36N/A
    MCD3.26N/A
    BMY3.22N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:39.9M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.55%

    Performance & Risk

    YTD Return:-1.61%
    5y Avg Return:12.57%
    Rank in Category (ytd):67
    % Rank in Category (ytd):4%
    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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