SLGYX Mutual Fund

SLGYX Mutual Fund (Saratoga Large Capitalization Growth Portfolio Class A) is managed by Saratoga Capital Management, LLC with $2.9M in net assets. SLGYX expense ratio is 2.23%, holding 57 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2006-02-14.

SLGYX performance shows a YTD return of 3.40%. The 1-year return is 10.54% and the 5-year return is 19.08%. SLGYX dividend yield stands at 17.94%, paid annually.

SLGYX top holdings include Nvidia Corp (12.8%), Microsoft Corp (5.0%), Alphabet Inc. C (4.8%), Alphabet Inc,class A (4.8%), Broadcom Inc (4.4%). 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.