Industry description
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.
Market Cap
The average market capitalization across the Saratoga Large Capitalization Value C MF is 15.26B. The market cap for tickers in the group ranges from 9.07B to 29.03B. CBRE holds the highest valuation in this group at 29.03B. The lowest valued company is CACI at 9.07B.
Volume
The average weekly volume growth across all stocks in the Saratoga Large Capitalization Value C MF was -64%. For the same stocks of the MF, the average monthly volume growth was -49% and the average quarterly volume growth was -57%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 52
Price Growth Rating: 51
SMR Rating: 65
Profit Risk Rating: 45
Seasonality Score: 33 (-100 ... +100)