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.
- NAV / 1-Day Return 23.77 / 0.38 %
- Total Assets 21.4 Mil
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Adj. Expense Ratio
- 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.