SLGYX Mutual Fund
SLGYX Mutual Fund
Saratoga Large Capitalization Growth Portfolio Class A
SLGYX Mutual Fund Overview
SLGYX Mutual Fund (Saratoga Large Capitalization Growth Portfolio Class A) is managed by Saratoga Capital Management, LLC with $3.2M in net assets. SLGYX expense ratio is 2.23%, holding 59 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2006-02-14.
SLGYX performance shows a YTD return of 1.72%. The 1-year return is 12.97% and the 5-year return is 20.29%. SLGYX dividend yield stands at 18.23%, paid annually.
SLGYX top holdings include Nvidia Corp (12.4%), Apple Inc (9.7%), Microsoft Corp 4.100 Feb 06 37 (4.7%), Broadcom Inc (4.5%), Amazon.Com Inc (2.9%). View all SLGYX holdings, sector breakdown, or dividend history.
SLGYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SLGYX alternatives are available via the screener, along with tax-loss harvesting opportunities.