Saratoga Large Capitalization Growth Portfolio Fund Class A
SLGYX
NASDAQ
| Weiss Ratings | SLGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SLGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Saratoga | |||
| Manager/Tenure (Years) | John D. Brim (10), Stephen S. Smith (10), Christopher M. Zogg (1) | |||
| Website | http://www.saratogacap.com/ | |||
| Fund Information | SLGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | SLGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.54% | |||
| Asset Allocation | SLGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.42% | |||
| Stock | 99.58% | |||
| U.S. Stock | 99.58% | |||
| 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 |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.70% | |||
| 30-Day Total Return | -3.73% | |||
| 60-Day Total Return | -9.03% | |||
| 90-Day Total Return | -12.40% | |||
| Year to Date Total Return | -12.85% | |||
| 1-Year Total Return | 22.31% | |||
| 2-Year Total Return | 29.40% | |||
| 3-Year Total Return | 81.12% | |||
| 5-Year Total Return | 80.95% | |||
| Price | SLGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $20.34 | |||
| 1-Month Low NAV | $19.46 | |||
| 1-Month High NAV | $21.47 | |||
| 52-Week Low NAV | $18.35 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $28.18 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | SLGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.19 | |||
| Standard Deviation | 16.34 | |||
| Balance Sheet | SLGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 31.68M | |||
| Operating Ratios | SLGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 2.23% | |||
| Turnover Ratio | 66.00% | |||
| Performance | SLGYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 28.74% | |||
| Last Bear Market Total Return | -20.80% | |||