SLGCX – Saratoga Large Capitalization Growth C Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The Portfolio will normally invest at least 80% of its total assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or more. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SLCGX	Saratoga Large Capitalization Growth Portfolio Fund Class Institutional	Institutional	Open			Sep 1, 1994	$31.73M	1.830%	High	$250	−$7.54M
SLGYX	Saratoga Large Capitalization Growth Portfolio Fund Class A	Front Load	Open			Feb 14, 2006	$2.94M	2.230%	High	$2,500	−$918,362.39
SLGCX	Saratoga Large Capitalization Growth Portfolio Fund Class C	Level Load	Open			Jan 4, 1999	$440,148.00	2.830%	High	$2,500	−$211,779.22

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