Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Saratoga Large Capitalization Growth C SLGCX
- NAV / 1-Day Return 9.76 / +1.46 %
- Total Assets 28.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 2.620%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 250
- Status Open
- TTM Yield —
- Turnover 74%
USD | NAV as of May 06, 2024 | 1-Day Return as of May 06, 2024, 10:13 PM GMT+0
Morningstar’s Analysis SLGCX
Will SLGCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.75 | 3.2 Mil | Technology |
Apple Inc | 8.12 | 2.7 Mil | Technology |
Amazon.com Inc | 4.69 | 1.5 Mil | Consumer Cyclical |
NVIDIA Corp | 4.45 | 1.5 Mil | Technology |
Meta Platforms Inc Class A | 3.87 | 1.3 Mil | Communication Services |
Arista Networks Inc | 2.42 | 797,445 | Technology |
Booking Holdings Inc | 2.32 | 761,855 | Consumer Cyclical |
CrowdStrike Holdings Inc Class A | 2.30 | 754,989 | Technology |
Ameriprise Financial Inc | 2.28 | 749,732 | Financial Services |
AppLovin Corp Ordinary Shares - Class A | 2.28 | 749,653 | Technology |