Saratoga Large Capitalization Value I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Saratoga Large Capitalization Value Fund Class Institutional SLCVX
- NAV / 1-Day Return 27.50 / +0.81 %
- Total Assets 15.4M
-
Adj. Expense Ratio
1.790%
- Expense Ratio 1.780%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 250
- Status Open
- TTM Yield 0.00
- Turnover 93%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 1:03 AM GMT+0
Morningstar’s Analysis SLCVX
Will SLCVX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SLCVX 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 SLCVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Henry Schein Inc | 7.35 | 1M | Healthcare |
AMETEK Inc | 6.47 | 1M | Industrials |
Primo Brands Corp Ordinary Shares - Class A | 6.05 | 975,428 | Consumer Defensive |
Amazon.com Inc | 5.81 | 938,047 | Consumer Cyclical |
Williams Companies Inc | 5.38 | 868,255 | Energy |
Clean Harbors Inc | 5.19 | 837,982 | Industrials |
Quest Diagnostics Inc | 5.06 | 817,194 | Healthcare |
Capital One Financial Corp | 4.95 | 798,678 | Financial Services |
Intercontinental Exchange Inc | 4.89 | 789,185 | Financial Services |
Martin Marietta Materials Inc | 4.85 | 782,504 | Basic Materials |
United States