Skip to Content
Morningstar

Saratoga Large Capitalization Growth I SLCGX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 26.09  /  0.08 %
  • Total Assets 28.4 Mil
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 1.670%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield —
  • Turnover 74%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:21 PM GMT+0

Morningstar’s Analysis SLCGX

Will SLCGX outperform in 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Saratoga Large Capitalization Growth I to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SLCGX

More SLCGX Holdings
  • Current Portfolio Date
  • Equity Holdings 57
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

10.04
2,375,881
Technology

Microsoft Corp

9.59
2,267,401
Technology

NVIDIA Corp

4.49
1,060,941
Technology

Amazon.com Inc

4.21
994,714
Consumer Cyclical

Meta Platforms Inc Class A

2.39
564,395
Communication Services

Alphabet Inc Class C

2.35
555,748
Communication Services

Alphabet Inc Class A

2.35
554,846
Communication Services

Arch Capital Group Ltd

2.33
549,999
Financial Services

Airbnb Inc Ordinary Shares - Class A

2.25
532,649
Consumer Cyclical

McKesson Corp

2.20
519,211
Healthcare