Morningstar

Saratoga Large Capitalization Value Fund Class C SLVCX

Morningstar Medalist Rating
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Medalist Rating as of See Saratoga Investment Hub
  • NAV / 1-Day Return $14.84  /  −0.47 %
  • Fund Size $13.8M
  • Adjusted Expense Ratio 2.770%
  • Net Expense Ratio 2.760%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 93%
NAV and 1-Day Return as of

Morningstar’s Analysis SLVCX

Will SLVCX outperform in the 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 SLVCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SLVCX 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 SLVCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Saratoga Large Capitalization Value C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SLVCX

More SLVCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Henry Schein Inc

6.79 995,613
Healthcare

Amazon.com Inc

6.27 919,326
Consumer Cyclical

Clean Harbors Inc

6.22 912,649
Industrials

Quest Diagnostics Inc

6.06 888,629
Healthcare

Capital One Financial Corp

5.99 878,204
Financial Services

Williams Companies Inc

5.82 853,919
Energy

Primo Brands Corp Ordinary Shares - Class A

5.69 835,029
Consumer Defensive

AMETEK Inc

5.28 773,944
Industrials

Welltower Inc

4.93 722,658
Real Estate

Somnigroup International Inc

4.88 716,070
Consumer Cyclical

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