SLGYX Mutual Fund

SLGYX Mutual Fund (Saratoga Large Capitalization Growth Portfolio Class A) is managed by Saratoga Capital Management, LLC with $3.0M in net assets. SLGYX expense ratio is 2.23%, holding 57 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2006-02-14.

SLGYX performance shows a YTD return of -0.73%. The 1-year return is 6.28% and the 5-year return is 12.85%. SLGYX dividend yield stands at 18.68%, 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%). Go to all SLGYX holdings, SLGYX sectors, or SLGYX dividends.

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