Saratoga Large Capitalization Value I (SLCVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Saratoga Large Capitalization Value I
Omaha, Nebraska 68137
4020 South 147th Street, Suite #2
Saratoga Advantage Trust
Management information
,Lead manager since 30 January 2018
Prior to joining M.D. Sass in 2004, Mr. Sass was CEO and Co-Founder of Insound, LLC, a diversified niche media and marketing firm founded in 1999. Previously, he was Manager of Finance at Elektra Entertainment Group and held positions at Bear Stearns and Deloitte and Touche. B.A., Economics from the University of Michigan and M.B.A. from New York University. CFA charterholder. Mr. Sass has 15 years of investment experience.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Value
Fund familySaratoga
Net assets19.78M
YTD return1.71%
Yield0.00%
Morningstar rating★★
Inception date31 Aug 1994
Fund operations
Last dividend0.07
Last cap gain9.00
Holdings turnover90.00%
Average for categoryN/A
Fees and expenses
ExpenseSLCVXCategory average
Annual report expense ratio (net)1.66%0.90%
Prospectus net expense ratio1.66%N/A
Prospectus gross expense ratio1.66%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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