Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Saratoga Large Capitalization Growth C SLGCX
- NAV / 1-Day Return 9.36 / −0.53 %
- Total Assets 31.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 2.620%
- 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 Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.83 | 3.2 Mil | Technology |
Apple Inc | 8.78 | 2.8 Mil | Technology |
NVIDIA Corp | 4.96 | 1.6 Mil | Technology |
Amazon.com Inc | 4.72 | 1.5 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.01 | 1.3 Mil | Communication Services |
CrowdStrike Holdings Inc Class A | 2.38 | 763,373 | Technology |
Arista Networks Inc | 2.38 | 763,235 | Technology |
AppLovin Corp Ordinary Shares - Class A | 2.34 | 751,278 | Technology |
Booking Holdings Inc | 2.27 | 728,454 | Consumer Cyclical |
Nutanix Inc Class A | 2.19 | 703,602 | Technology |