SLCVX Mutual Fund

SLCVX Mutual Fund (Saratoga Large Capitalization Value Portfolio Class I) is managed by Saratoga Capital Management, LLC with $14.2M in net assets. SLCVX expense ratio is 1.79%, holding 24 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 1994-09-01.

SLCVX performance shows a YTD return of 0.71%. The 1-year return is 4.08% and the 5-year return is 8.73%. SLCVX dividend yield stands at 12.57%, paid annually.

SLCVX top holdings include Henry Schein Inc (7.6%), Ametek Inc (6.0%), Primo Brands Corp (5.7%), Quest Diagnostics Inc (5.6%), Standardaero Inc (5.5%). Go to all SLCVX holdings, SLCVX sectors, or SLCVX dividends.

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