Saratoga Large Capitalization Growth A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Saratoga Large Capitalization Growth Portfolio Fund Class A SLGYX
- NAV / 1-Day Return 23.03 / −2.87 %
- Total Assets 35.0M
-
Adj. Expense Ratio
2.230%
- Expense Ratio 2.230%
- 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 0.00
- Turnover 66%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:37 AM GMT+0
Morningstar’s Analysis SLGYX
Will SLGYX 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 12.46 | 4M | Technology |
Apple Inc | 8.93 | 3M | Technology |
Broadcom Inc | 4.78 | 2M | Technology |
Microsoft Corp | 4.65 | 2M | Technology |
Amazon.com Inc | 3.05 | 1M | Consumer Cyclical |
Arista Networks Inc | 2.99 | 1M | Technology |
Alphabet Inc Class A | 2.60 | 890,812 | Communication Services |
Alphabet Inc Class C | 2.58 | 884,191 | Communication Services |
Jabil Inc | 2.49 | 853,850 | Technology |
Roku Inc Class A | 2.29 | 783,283 | Communication Services |
United States