SLVCX Mutual Fund
SLVCX Mutual Fund
Saratoga Large Capitalization Value Portfolio Class C

SLVCX Mutual Fund Overview
SLVCX Mutual Fund (Saratoga Large Capitalization Value Portfolio Class C) is managed by Saratoga Capital Management, LLC with $73,818.79 in net assets. SLVCX expense ratio is 2.77%, holding 24 positions across sectors including Industrials, Financials, Health Care. Inception date: 1999-01-04.
SLVCX performance shows a YTD return of 4.84%. The 1-year return is 8.74% and the 5-year return is 8.39%. SLVCX dividend yield stands at 20.95%, paid annually.
SLVCX top holdings include Henry Schein Inc (7.2%), Dreyfus Institutional Preferred Government Money Market (7.1%), Ametek, Inc. (6.3%), Williams Cos. Inc. (6.1%), Clean Harbors Inc (5.5%). View all SLVCX holdings, sector breakdown, or dividend history.
SLVCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SLVCX alternatives are available via the screener, along with tax-loss harvesting opportunities.