Saratoga Large Capitalization Growth Portfolio Fund Class A
SLGYX
NASDAQ
| Weiss Ratings | SLGYX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SLGYX-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 | SLGYX-NASDAQ | Click to Compare |
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| Fund Name | Saratoga Large Capitalization Growth Portfolio Fund Class A | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Feb 14, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | SLGYX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | SLGYX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | SLGYX-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 | SLGYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -4.84% | |||
| 30-Day Total Return | -7.52% | |||
| 60-Day Total Return | -6.41% | |||
| 90-Day Total Return | -6.41% | |||
| Year to Date Total Return | -3.12% | |||
| 1-Year Total Return | -1.57% | |||
| 2-Year Total Return | 27.49% | |||
| 3-Year Total Return | 83.49% | |||
| 5-Year Total Return | 64.72% | |||
| Price | SLGYX-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 | SLGYX-NASDAQ | Click to Compare |
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| Nav | $22.61 | |||
| 1-Month Low NAV | $22.35 | |||
| 1-Month High NAV | $24.80 | |||
| 52-Week Low NAV | $19.46 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $27.85 | |||
| 52-Week High Price (Date) | Dec 08, 2025 | |||
| Beta / Standard Deviation | SLGYX-NASDAQ | Click to Compare |
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| Beta | 1.27 | |||
| Standard Deviation | 17.51 | |||
| Balance Sheet | SLGYX-NASDAQ | Click to Compare |
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| Total Assets | 32.12M | |||
| Operating Ratios | SLGYX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.23% | |||
| Turnover Ratio | 66.00% | |||
| Performance | SLGYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.00% | |||
| Last Bear Market Total Return | -20.80% | |||