Saratoga Large Capitalization Value Portfolio

Scorecard
2 / 5 Stars
Lipper
4 4 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B+ (Buy)

#113 in Large Blend

U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 32.91 percent over the past year, 14.66 percent over the past three years, 21.09 percent over the past five years, and 3.91 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 4.7%
1 Year 32.9%
3 Years (Annualized) 14.7%
5 Years (Annualized) 21.1%
10 Years (Annualized) 3.9%

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Summary

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

Fees are Above Average compared to funds in the same category.
Saratoga Large Capitalization Value Portfolio has an expense ratio of 1.62 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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