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Saratoga Large Capitalization Value A SLVYX

Quantitative rating as of
  • NAV / 1-Day Return 23.77  /  0.38 %
  • Total Assets 21.4 Mil
  • Adj. Expense Ratio
    2.110%
  • Expense Ratio 2.120%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 117%

Morningstar’s Analysis SLVYX

Will SLVYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Saratoga Large Capitalization Value A's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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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