Morningstar

Saratoga Large Capitalization Value Fund Class A SLVYX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 24.25  /  +0.58 %
  • Total Assets 14.7M
  • Adj. Expense Ratio
    2.170%
  • Expense Ratio 2.160%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 93%

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 10:06 AM GMT+0

Morningstar’s Analysis SLVYX

Will SLVYX 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 SLVYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SLVYX 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 SLVYX’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 A 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 SLVYX

More SLVYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Henry Schein Inc

7.12 1M
Healthcare

Quest Diagnostics Inc

6.65 980,506
Healthcare

Amazon.com Inc

6.52 961,122
Consumer Cyclical

AMETEK Inc

6.45 950,404
Industrials

Clean Harbors Inc

6.14 905,788
Industrials

Capital One Financial Corp

5.80 855,687
Financial Services

StandardAero Inc

5.78 851,954
Industrials

Primo Brands Corp Ordinary Shares - Class A

5.63 830,638
Consumer Defensive

Williams Companies Inc

5.52 813,982
Energy

Knight-Swift Transportation Holdings Inc Class A

4.89 721,374
Industrials

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