About SLVYX
Saratoga Large Capitalization Value Fund Class A is a mutual fund that primarily invests in U.S. large-cap stocks, aiming to provide long-term capital appreciation. The fund is managed with a value-oriented approach, targeting companies believed to be undervalued relative to their intrinsic worth. Its portfolio typically consists of equities from major sectors such as technology, healthcare, financial services, industrials, and communication services, with significant concentration in its top holdings. Designed for investors seeking exposure to established U.S. corporations, the fund aligns with the large value category, focusing on stable, mature businesses with the potential for recovery or growth. Saratoga Large Capitalization Value Fund Class A is notable for its relatively high expense ratio and turnover, reflecting active management and potential portfolio adjustments. With assets under management in the tens of millions, the fund occupies a niche position in the market, offering diversification for investors looking to balance risk within a broader equity portfolio. Its role in the financial market is to provide access to large-cap value opportunities, appealing to those who prioritize disciplined value investing within the U.S. equity landscape.
Fund Family Saratoga
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SLVYX
Share Class Class A
Index S&P 500/Citigroup Value TR
SLVYX had a total return of 7.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.24%.
