Large Cap Value Fund Quote

SLCVX Fund  USD 30.14  0.12  0.40%   

Performance

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Odds Of Distress

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Large Cap is trading at 30.14 as of the 28th of November 2025; that is 0.40 percent increase since the beginning of the trading day. The fund's open price was 30.02. Large Cap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 29th of October 2025 and ending today, the 28th of November 2025. 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. Saratoga Large is traded on NASDAQ Exchange in the United States.. More on Large Cap Value

Large Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Saratoga, Large, Large Value (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Large Cap Value [SLCVX] is traded in USA and was established 28th of November 2025. Large Cap is listed under Saratoga category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Saratoga family. This fund at this time has accumulated 21.02 M in assets with no minimum investment requirementsLarge Cap Value is currently producing year-to-date (YTD) return of 13.81%, while the total return for the last 3 years was 13.69%.
Check Large Cap Probability Of Bankruptcy

Instrument Allocation

Top Large Cap Value Mutual Fund Constituents

CCKCrown HoldingsStockMaterials
NRGNRG EnergyStockUtilities
ACMAecom TechnologyStockIndustrials
SCHWCharles Schwab CorpStockFinancials
AXTAAxalta Coating SystemsStockMaterials
QRVOQorvo IncStockInformation Technology
TPXTPX OldStockConsumer Discretionary
NCLHNorwegian Cruise LineStockConsumer Discretionary
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Large Cap Top Holders

SAMIXModerately Aggressive BalancedMutual FundAllocation--50% to 70% Equity
SMPAXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
LUNAXConservative Balanced AllocationMutual FundAllocation--30% to 50% Equity
SBMCXModerate Balanced AllocationMutual FundAllocation--50% to 70% Equity
SABAXSalient Alternative BetaMutual FundAllocation--70% to 85% Equity
SMACXModerately Servative BalancedMutual FundAllocation--50% to 70% Equity
SCAAXConservative Balanced AllocationMutual FundAllocation--30% to 50% Equity
SBCCXModerately Servative BalancedMutual FundAllocation--50% to 70% Equity
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Large Cap Value Risk Profiles

Large Cap Against Markets

Other Information on Investing in Large Mutual Fund

Large Cap financial ratios help investors to determine whether Large Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Large with respect to the benefits of owning Large Cap security.
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