Morningstar

Saratoga Large Capitalization Growth Portfolio Fund Class Institutional SLCGX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Saratoga Investment Hub
  • NAV / 1-Day Return $31.12  /  −0.38 %
  • Fund Size $33.0M
  • Adjusted Expense Ratio 1.830%
  • Net Expense Ratio 1.830%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $250
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 66%
NAV and 1-Day Return as of

Morningstar’s Analysis SLCGX

Will SLCGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SLCGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SLCGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SLCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Saratoga Large Capitalization Growth I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SLCGX

More SLCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.40 5M
Technology

Microsoft Corp

4.55 2M
Technology

Alphabet Inc Class A

4.34 2M
Communication Services

Alphabet Inc Class C

4.33 2M
Communication Services

Apple Inc

4.14 1M
Technology

Broadcom Inc

4.03 1M
Technology

Roku Inc Class A

2.91 1M
Communication Services

Amazon.com Inc

2.82 988,425
Consumer Cyclical

Arista Networks Inc

2.80 982,364
Technology

Airbnb Inc Ordinary Shares - Class A

2.78 974,730
Consumer Cyclical

Sponsor Center