Saratoga Large Capitalization Growth Portfolio Fund Class Institutional
SLCGX
NASDAQ
| Weiss Ratings | SLCGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SLCGX-NASDAQ | Click to Compare |
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| Provider | Saratoga | |||
| Manager/Tenure (Years) | John D. Brim (10), Christopher M. Zogg (1) | |||
| Website | http://www.saratogacap.com/ | |||
| Fund Information | SLCGX-NASDAQ | Click to Compare |
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| Fund Name | Saratoga Large Capitalization Growth Portfolio Fund Class Institutional | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 01, 1994 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SLCGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | SLCGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | SLCGX-NASDAQ | Click to Compare |
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| Cash | 0.89% | |||
| Stock | 99.11% | |||
| U.S. Stock | 99.11% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SLCGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -4.84% | |||
| 30-Day Total Return | -7.48% | |||
| 60-Day Total Return | -6.34% | |||
| 90-Day Total Return | -6.31% | |||
| Year to Date Total Return | -2.79% | |||
| 1-Year Total Return | -1.18% | |||
| 2-Year Total Return | 28.52% | |||
| 3-Year Total Return | 85.78% | |||
| 5-Year Total Return | 68.08% | |||
| Price | SLCGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SLCGX-NASDAQ | Click to Compare |
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| Nav | $30.27 | |||
| 1-Month Low NAV | $29.92 | |||
| 1-Month High NAV | $33.19 | |||
| 52-Week Low NAV | $25.99 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $35.71 | |||
| 52-Week High Price (Date) | Dec 08, 2025 | |||
| Beta / Standard Deviation | SLCGX-NASDAQ | Click to Compare |
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| Beta | 1.27 | |||
| Standard Deviation | 17.51 | |||
| Balance Sheet | SLCGX-NASDAQ | Click to Compare |
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| Total Assets | 32.12M | |||
| Operating Ratios | SLCGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.83% | |||
| Turnover Ratio | 66.00% | |||
| Performance | SLCGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.42% | |||
| Last Bear Market Total Return | -20.70% | |||