Saratoga Large Capitalization Value C (SLVCX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for SLVCX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||2.26%|
Performance & Risk
|5y Avg Return:||22.54%|
|Rank in Category (ytd):||1|
|% Rank in Category (ytd):||0.06%|
|Morningstar Risk Rating:||5|
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