SLVYX Mutual Fund (Saratoga Large Capitalization Value Portfolio Class A) is managed by Saratoga Capital Management, LLC with $405,175.69 in net assets. SLVYX expense ratio is 2.17%, holding 24 positions across sectors including Industrials, Financials, Health Care. Inception date: 2006-02-14.

SLVYX performance shows a YTD return of 1.30%. The 1-year return is 9.44% and the 5-year return is 9.11%. SLVYX dividend yield stands at 13.56%, paid annually.

SLVYX 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 SLVYX holdings, sector breakdown, or dividend history.

SLVYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SLVYX alternatives are available via the screener, along with tax-loss harvesting opportunities.