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Morningstar

Saratoga Large Capitalization Growth C SLGCX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 9.97  /  0.60 %
  • Total Assets 28.6 Mil
  • Adj. Expense Ratio
    2.680%
  • Expense Ratio 2.680%
  • 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 Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:15 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.

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the SLGCX 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 SLGCX’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 C 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

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Portfolio Holdings SLGCX

More SLGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 56
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 43.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Microsoft Corp

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Amazon.com Inc

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Meta Platforms Inc Class A

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McKesson Corp

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Arista Networks Inc

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Palo Alto Networks Inc

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Alphabet Inc Class C

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Alphabet Inc Class A

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