Saratoga Large Capitalization Growth Portfolio Fund Class C (SLGCX)

Fund Assets	26.08M
Expense Ratio	2.67%
Min. Investment	$250
Turnover	n/a
Dividend (ttm)	6.86
Dividend Yield	100.00%
Dividend Growth	261.51%
Payout Frequency	Annual
Ex-Dividend Date	n/a

Previous Close	5.41
YTD Return	4.85%
1-Year Return	24.28%
5-Year Return	129.79%
52-Week Low	4.18
52-Week High	12.46
Beta (5Y)	n/a
Holdings	55
Inception Date	Jan 4, 1999

About SLGCX

The Fund's investment strategy focuses on Growth with 2.13% total expense ratio. The minimum amount to invest in Saratoga Advantage Trust: Large Capitalization Growth Portfolio; Class C Shares is $250 on a standard taxable account. Saratoga Advantage Trust: Large Capitalization Growth Portfolio; Class C Shares seeks capital appreciation by investing primarily in a diversified portfolio of common stocks that, in the Advisor's opinion, are characterized by a growth of earnings at a rate faster than that of the S&P 500.

• Category: Large Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: SLGCX
• Share Class: Class C
• Index: S&P 500/Citigroup Growth TR

Performance

SLGCX had a total return of 24.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.65%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
SLCGX	Class I	1.70%
SLGYX	Class A	2.11%

Top 10 Holdings

41.82% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	7.38%
Microsoft Corporation	MSFT	6.85%
Apple Inc.	AAPL	6.55%
Meta Platforms, Inc.	META	4.09%
Amazon.com, Inc.	AMZN	3.86%
Booking Holdings Inc.	BKNG	2.94%
Broadcom Inc.	AVGO	2.89%
The Progressive Corporation	PGR	2.62%
Roblox Corporation	RBLX	2.36%
The Charles Schwab Corporation	SCHW	2.30%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2024	$6.8586	Dec 11, 2024
Dec 8, 2023	$1.8972	Dec 11, 2023
Dec 9, 2022	$1.4778	Dec 12, 2022
Dec 10, 2021	$6.820	Dec 13, 2021
Dec 11, 2020	$2.4447	Dec 11, 2020
Dec 11, 2019	$3.6715	Dec 11, 2019