SLVYX – Saratoga Large Capitalization Value A Investment Strategy | Morningstar

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Strategy

The investment seeks total return consisting of capital appreciation and dividend income. The fund will normally invest at least 80% of its total assets in a diversified portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or greater at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SLCVX	Saratoga Large Capitalization Value Fund Class Institutional	Institutional	Open			Sep 1, 1994	$13.76M	1.790%	High	$250	−$3.93M
SLVYX	Saratoga Large Capitalization Value Fund Class A	Front Load	Open			Feb 14, 2006	$388,472.00	2.170%	High	$2,500	−$25,339.48
SLVCX	Saratoga Large Capitalization Value Fund Class C	Level Load	Open			Jan 4, 1999	$80,222.00	2.770%	High	$2,500	$19,385.36

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