SLVCX Mutual Fund

SLVCX Mutual Fund (Saratoga Large Capitalization Value Portfolio Class C) is managed by Saratoga Capital Management, LLC with $82,296.39 in net assets. SLVCX expense ratio is 2.77%, holding 24 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 1999-01-04.

SLVCX performance shows a YTD return of 0.13%. The 1-year return is 3.06% and the 5-year return is 7.65%. SLVCX dividend yield stands at 21.93%, paid annually.

SLVCX 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 SLVCX holdings, SLVCX sectors, or SLVCX dividends.

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