Saratoga Large Capitalization Growth Portfolio

4 / 5 Stars
5 5 5 1 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
B+ (Buy)

#95 in Large Growth

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Saratoga funds

See full Large Growth rankings

See more fund rankings


The fund has returned 27.57 percent over the past year, 16.55 percent over the past three years, 25.85 percent over the past five years, and 8.29 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 27.6%
3 Years (Annualized) 16.6%
5 Years (Annualized) 25.8%
10 Years (Annualized) 8.3%

See more SLGYX performance


The investment seeks capital appreciation. The fund normally invests at least 80% of its total assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or more. 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 Growth Portfolio has an expense ratio of 1.66 percent.

See more SLGYX fees


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

See more SLGYX risk