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    Saratoga Large Capitalization Value C (SLVCX)

    18.36 Up 0.27(1.49%) Sep 2
    Prev Close:18.09
    YTD Return*:2.42%
    Net Assets*:26.74M
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for SLVCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AGN.IR5.16N/A
    RLGY5.10N/A
    AER4.81N/A
    MEG4.71N/A
    EXP4.56N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:26.74M
    Category:Large Blend
    Annual Report Expense Ratio (net):2.12%

    Performance & Risk

    YTD Return:2.42%
    5y Avg Return:14.85%
    Rank in Category (ytd):64
    % Rank in Category (ytd):3.86%
    Beta (3y):1.12
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks total return consisting of capital appreciation and dividend income. 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. View More
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