Skip to Content
Morningstar

Saratoga Large Capitalization Growth A SLGYX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 23.26  /  +1.84 %
  • Total Assets 27.5 Mil
  • Adj. Expense Ratio
    2.020%
  • Expense Ratio 2.020%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 74%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SLGYX

Will SLGYX 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 SLGYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SLGYX 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 SLGYX’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 A 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SLGYX

More SLGYX Holdings
  • 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