SLCVX

AS OF

Feb 3 closing price

Price

$27.51

Change

-$1.52 (-5.24%)

Net Assets

17.64M

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SLCVX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Saratoga Large Capitalization Value I (SLCVX) Ownership - Who owns Saratoga Large Capitalization Value I?

The investment seeks total return consisting of capital appreciation and dividend income... Show more

Category: #Mid-Cap Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SLCVX

Net Assets

17.6M

Fund Existence

over 31 years

Turnover

93.00

Total Expense Ratio

1.79

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

250

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.79

Assets in Top Ten Holdings

11.6M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

17M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

21.00

Number of Net Holdings

23.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

57.81%

Gain YTD

3.111

Annual Yield % from dividends

0.00

Returns for 1 year

2.84

Returns for 3 years

5.44

Returns for 5 years

-3.10

Returns for 10 years

56.15

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General Information

Category MidCapBlend

Profile

Fundamentals

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