SLCVX : Saratoga Large Capitalization Value Fund Class Institutional

SLCVX is a US Stocks Market Mid-Cap Blend with HIGH fees.

SLCVX

Saratoga Large Capitalization Value Fund Class Institutional

FI Score

19 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

19% FI Score
  • slcvx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Saratoga Large Capitalization Value Fund Class Institutional

Expenses: 1.14% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks total return consisting of capital appreciation and dividend income. The fund will normally invest at least 80% of its total assets in a diversified portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or greater at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants.

Largest Holdings

Amount Holding
5.59% Crown Holdings Inc
5.36% NRG Energy Inc
5.12% Liberty Formula One Group C
4.82% W R Grace & Co
4.75% Charles Schwab Corp
4.51% SVB Financial Group
4.38% Perrigo Co PLC
4.38% LKQ Corp
4.37% Qorvo Inc
4.25% Sony Corp ADR
4.01% Comcast Corp Class A
3.92% NXP Semiconductors NV
3.88% 58.com Inc ADR repr Class A
3.77% Target Corp
3.40% Northern Trust Corp
3.39% Mohawk Industries Inc
3.36% Bausch Health Companies Inc
3.27% AECOM
3.15% CarMax Inc
3.09% Charles River Laboratories International Inc
3.07% Facebook Inc A
2.99% Quest Diagnostics Inc
2.80% Alphabet Inc A
1.44% Delta Air Lines Inc

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