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Saratoga Large Capitalization Growth A SLGYX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 24.80  /  +0.94 %
  • Total Assets 32.6 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 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.

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 highest quintile among peers.

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Portfolio Holdings SLGYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.97 2.8 Mil
Technology

Apple Inc

7.43 2.3 Mil
Technology

NVIDIA Corp

6.81 2.1 Mil
Technology

Amazon.com Inc

4.17 1.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.10 1.3 Mil
Communication Services

Dreyfus Instl Preferred Govt MMkt Instl

3.07 950,825
Cash and Equivalents

Arista Networks Inc

2.75 851,279
Technology

Booking Holdings Inc

2.52 781,704
Consumer Cyclical

CrowdStrike Holdings Inc Class A

2.49 770,060
Technology

Royal Caribbean Group

2.42 748,738
Consumer Cyclical