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Saratoga Large Capitalization Value A SLVYX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 26.27  /  0.64 %
  • Total Assets 24.0 Mil
  • Adj. Expense Ratio
    2.060%
  • Expense Ratio 2.060%
  • 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
  • Turnover 90%

Morningstar’s Analysis SLVYX

Will SLVYX outperform in future?

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

Weakness in Saratoga Large Capitalization Value A's People and Process Pillar ratings limits this strategy 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 SLVYX

  • Current Portfolio Date
  • Equity Holdings 20
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 53.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Instl Preferred Govt MMkt Instl

11.05
2,594,477
Cash and Equivalents
6.50
1,527,341
Communication Services
6.10
1,433,859
Industrials
5.42
1,272,356
Financial Services
5.32
1,250,292
Real Estate
4.85
1,140,055
Communication Services
4.71
1,106,347
Healthcare
4.63
1,088,223
Healthcare