About SLCVX
The Saratoga Large Capitalization Value Fund Class Institutional is a mutual fund designed to pursue total return through a blend of capital appreciation and dividend income. Its primary focus is on investing at least 80% of its total assets in equity securities of large-cap U.S. companies that demonstrate value characteristics, such as attractive valuations and strong fundamentals. The fund is actively managed with an investment approach that targets high-quality companies considered undervalued, emphasizing those with measurable catalysts for unlocking shareholder value, solid free cash flow, robust balance sheets, and experienced management teams. Key sectors represented include industrials, healthcare, technology, communication services, financial services, and materials. The top 10 holdings account for a significant portion of the portfolio, reflecting a concentrated investment strategy. Managed by MD Sass Investor Services, Inc., the fund serves institutions and high-net-worth investors seeking diversified exposure to large-cap value equities, benchmarking its performance against indices like the S&P 500/Citigroup Value Index. Since its inception in 1994, it has played a role in offering access to established U.S. companies with long-term growth and value potential within the broader market landscape.
Fund Family Saratoga
Category Mid-Cap Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SLCVX
Share Class Class I
Index S&P 500/Citigroup Value TR
SLCVX had a total return of 12.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.08%.
