SLVYX Mutual Fund

SLVYX Mutual Fund (Saratoga Large Capitalization Value Portfolio Class A) is managed by Saratoga Capital Management, LLC with $398,286.29 in net assets. SLVYX expense ratio is 2.17%, holding 24 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2006-02-14.

SLVYX performance shows a YTD return of 0.50%. The 1-year return is 3.69% and the 5-year return is 8.29%. SLVYX dividend yield stands at 14.19%, paid annually.

SLVYX 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 SLVYX holdings, SLVYX sectors, or SLVYX dividends.

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