SLGYX : Saratoga Large Capitalization Growth Portfolio Fund Class A

SLGYX is a US Stocks Market Large Growth with HIGH fees.

SLGYX

Saratoga Large Capitalization Growth Portfolio Fund Class A

FI Score

18 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

18% FI Score
  • slgyx
  • Mutual Fund
  • US Stocks
  • Large Growth

Saratoga Large Capitalization Growth Portfolio Fund Class A

Expenses: 1.46% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The Portfolio will normally invest at least 80% of its total assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or more. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities.

Largest Holdings

Amount Holding
9.09% Microsoft Corp
8.42% Apple Inc
6.88% Amazon.com Inc
3.34% Facebook Inc A
2.91% PayPal Holdings Inc
2.86% Eli Lilly and Co
2.50% Alphabet Inc A
2.50% UnitedHealth Group Inc
2.48% Alphabet Inc Class C
2.45% Cadence Design Systems Inc
2.28% Charter Communications Inc A
2.23% Procter & Gamble Co
2.01% TransUnion
1.86% Merck & Co Inc
1.79% Roper Technologies Inc
1.75% CDW Corp
1.74% Mastercard Inc A
1.72% NVIDIA Corp
1.55% Adobe Inc
1.51% The Home Depot Inc
1.36% Rockwell Automation Inc
1.34% L3Harris Technologies Inc
1.33% Burlington Stores Inc
1.30% NVR Inc
1.28% Netflix Inc

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