SLCGX Mutual Fund

SLCGX Mutual Fund (Saratoga Large Capitalization Growth Portfolio Class I) is managed by Saratoga Capital Management, LLC with $32.4M in net assets. SLCGX expense ratio is 1.83%, holding 57 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 1994-09-01.

SLCGX performance shows a YTD return of -0.52%. The 1-year return is 6.71% and the 5-year return is 13.31%. SLCGX dividend yield stands at 13.97%, paid annually.

SLCGX top holdings include Nvidia Corp. (12.4%), Apple, Inc (9.7%), Microsoft Corp (4.7%), Broadcom Inc (4.5%), Amazon.Com Inc (2.9%). Go to all SLCGX holdings, SLCGX sectors, or SLCGX dividends.

SLCGX can be compared against other funds. Use SLCGX overlap to find shared positions, or SLCGX vs another fund for a side-by-side view. SLCGX alternatives are available via the screener, along with tax-loss harvesting opportunities.