Saratoga Large Capitalization Growth I
(MUTF:SLCGX) Watch this mutual fundFind more results for
SLCGX
Performance
Trailing returns
| 1 day |
| -1.66% | |||
| 1 week | +0.07% |
| |||
| 4 week |
| -0.29% | |||
| 3 month | +12.91% |
| |||
| YTD | +31.91% |
| |||
| 1 year | +42.42% |
| |||
| 3 years* |
| -4.23% | |||
| 5 years* | +0.99% |
| |||
| *annualized | |||||
| Best 3 month return | +34.27% | |
| Worst 3 month return | -39.91% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Average | High |
 
|
| 5 years | Average | High |
|
| 10 years | Low | Above Average |
|
| Overall | Below Average | High |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 23.72M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 1.28% | |
| Management fee | - | |
| Fund family | Saratoga |
Asset allocation
| Cash | 0.00% | |
| Stocks | 100.00% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | $10,000 | |
| Additional | $100 | |
| IRA Initial | $0 | |
| AIP Initial | $100 | |
| AIP Additional | $100 |
13.58
-0.06 (-0.44%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks capital appreciation.
The fund normally invests at least 80% of assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or more, including common stocks, preferred stocks, securities convertible into common stocks and warrants.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Pamela Czekanski (Started: Nov 28, 2005)
Mark Baribeau (Started: Nov 28, 2005)
Richard Skaggs (Started: Nov 28, 2005)
Pamela Czekanski (Started: Nov 28, 2005)
Mark Baribeau (Started: Nov 28, 2005)
Richard Skaggs (Started: Nov 28, 2005)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 1.43 | 0.28 | 1.37 | -3.66 | |
| Beta* | 0.78 | 1.14 | 1.07 | 1.17 | |
| Mean annual return | 0.90 | -0.23 | 0.24 | -0.31 | |
| R-squared* | 80.78 | 87.99 | 65.79 | 74.07 | |
| Standard deviation | 20.58 | 24.48 | 21.13 | 21.87 | |
| Sharpe ratio | 0.52 | -0.21 | 0.00 | -0.30 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Apple, Inc. (AAPL) | 7.41% | |
| Priceline.com, Inc. (PCLN) | 5.27% | |
| Oracle Corporation (ORCL) | 4.61% | |
| Amazon.com, Inc. (AMZN) | 4.34% | |
| Google, Inc. (GOOG) | 4.31% | |
| Qualcomm, Inc. (QCOM) | 4.02% | |
| eBay, Inc. (EBAY) | 3.64% | |
| Goldman Sachs Group, Inc. (GS) | 3.61% | |
| J.P. Morgan Chase & Co. (JPM) | 3.52% | |
| Wells Fargo Company (WFC) | 3.36% |