Morningstar

Saratoga Large Capitalization Growth Portfolio Fund Class Institutional SLCGX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 32.72  /  +0.77 %
  • Total Assets 35.1M
  • Adj. Expense Ratio
    1.830%
  • Expense Ratio 1.830%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.00
  • Turnover 66%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:21 AM GMT+0

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
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Portfolio Holdings SLCGX

More SLCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.75 4M
Technology

Microsoft Corp

5.04 2M
Technology

Alphabet Inc Class C

4.80 2M
Communication Services

Alphabet Inc Class A

4.75 2M
Communication Services

Broadcom Inc

4.42 2M
Technology

Apple Inc

4.22 1M
Technology

Amazon.com Inc

3.08 1M
Consumer Cyclical

Roku Inc Class A

2.80 957,066
Communication Services

Arista Networks Inc

2.71 925,196
Technology

Airbnb Inc Ordinary Shares - Class A

2.40 819,723
Consumer Cyclical

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