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SLCVX
Mutual Fund ticker: NASDAQ
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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

Profile

Category
Mid-Cap Blend
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Blend
Total Expense Ratio
1.88
Min. Initial Investment
250.00
Fund Existence
over 30 years
Turnover
83.00
Front Load
N/A
Net Assets
18757384.00
Manager Tenure
N/A

Fundamentals

SLCVX
Net Assets
18.8M
Fund Existence
over 30 years
Turnover
83.00
Total Expense Ratio
1.88
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
1.88
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
No
Fund Share Class Net Assets
18.3M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.65
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
22.00
Number of Net Holdings
23.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
56.90%
Gain YTD
7.464
Annual Yield % from dividends
0.00
Returns for 1 year
-4.12
Returns for 3 years
12.62
Returns for 5 years
49.68
Returns for 10 years
16.35
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General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com