3 / 5 Stars
4 4 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#116 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 38.91 percent over the past year, 14.87 percent over the past three years, 23.32 percent over the past five years, and 3.73 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.2%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||23.3%|
|10 Years (Annualized)||3.7%|
The investment seeks total return consisting of capital appreciation and dividend income. The fund normally invests at least 80% of its total assets in a diversified portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or greater at the time of purchase. Equity securities include common stocks, preferred stocks, securities convertible into common stocks and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities. Such investment strategies could result in the Portfolio not achieving its investment objective.
Fees are Above Average compared to funds in the same category.
Saratoga Large Capitalization Value Portfolio has an expense ratio of 1.62 percent.
Risk is High compared to funds in the same category according to Morningstar.