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Morningstar

Saratoga Large Capitalization Value A SLVYX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SLVYX

Will SLVYX outperform in 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.

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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