Large Cap Value Fund Quote

SLVCX Fund  USD 20.29  0.26  1.27%   

Performance

8 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 39

 
100  
 
Zero
Below Average
Large Cap is trading at 20.29 as of the 28th of March 2024; that is -1.27% down since the beginning of the trading day. The fund's open price was 20.55. Large Cap has about a 39 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Large Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund will normally invest at least 80 percent 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 stock and warrants.. More on Large Cap Value

Moving together with Large Mutual Fund

  0.71USG USCF Gold Strategy Symbol ChangePairCorr
  0.95SABAX Salient Alternative BetaPairCorr
  0.95SABIX Aggressive BalancedPairCorr
  0.95SABCX Salient Alternative BetaPairCorr
  0.96SAMAX Moderately AggressivePairCorr
  0.96SAMCX Salient Mlp FundPairCorr
  0.96SAMIX Moderately AggressivePairCorr

Large Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Large Cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Large Cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationSaratoga Funds, Large Funds, Large Value Funds, Large Value, Saratoga, Large Blend, Mid-Cap Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Large Cap Value [SLVCX] is traded in USA and was established 28th of March 2024. Large Cap is listed under Saratoga category by Fama And French industry classification. The fund is listed under Large Value category and is part of Saratoga family. This fund at this time has accumulated 19.32 M in assets with minimum initial investment of 250. Large Cap Value is currently producing year-to-date (YTD) return of 5.24%, while the total return for the last 3 years was 9.12%.
Check Large Cap Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Large Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Large Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Large Cap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Large Cap Value Mutual Fund Constituents

GLPIGaming Leisure PropertiesStockReal Estate
LKQLKQ CorporationStockConsumer Discretionary
CMCSAComcast CorpStockCommunication Services
DALDelta Air LinesStockIndustrials
DFSDiscover Financial ServicesStockFinancials
MHKMohawk IndustriesStockConsumer Discretionary
NRGNRG EnergyStockUtilities
More Details

Large Cap Target Price Odds Analysis

Based on a normal probability distribution, the odds of Large Cap jumping above the current price in 90 days from now is about 8.29%. The Large Cap Value probability density function shows the probability of Large Cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Large Cap Value has a beta of -0.1114. This usually implies as returns on benchmark increase, returns on holding Large Cap are expected to decrease at a much lower rate. During the bear market, however, Large Cap Value is likely to outperform the market. Additionally, large Cap Value has an alpha of 0.1126, implying that it can generate a 0.11 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 20.29HorizonTargetOdds Above 20.29
91.56%90 days
 20.29 
8.29%
Based on a normal probability distribution, the odds of Large Cap to move above the current price in 90 days from now is about 8.29 (This Large Cap Value probability density function shows the probability of Large Mutual Fund to fall within a particular range of prices over 90 days) .

Large Cap Value Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Large Cap market risk premium is the additional return an investor will receive from holding Large Cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Large Cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Large Cap's alpha and beta are two of the key measurements used to evaluate Large Cap's performance over the market, the standard measures of volatility play an important role as well.

Large Cap Against Markets

Picking the right benchmark for Large Cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Large Cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Large Cap is critical whether you are bullish or bearish towards Large Cap Value at a given time. Please also check how Large Cap's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Large Cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Large Mutual Fund?

Before investing in Large Cap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Large Cap. To buy Large Cap fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Large Cap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Large Cap fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Large Cap Value fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Large Cap Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Large Cap Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Large Cap Value?

The danger of trading Large Cap Value is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Large Cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Large Cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Large Cap Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Large Cap Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the Large Cap Value information on this page should be used as a complementary analysis to other Large Cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.

Complementary Tools for Large Mutual Fund analysis

When running Large Cap's price analysis, check to measure Large Cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Large Cap is operating at the current time. Most of Large Cap's value examination focuses on studying past and present price action to predict the probability of Large Cap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Large Cap's price. Additionally, you may evaluate how the addition of Large Cap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Large Cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Large Cap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Large Cap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.