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Saratoga Large Capitalization Growth Portfolio Fund Class Institutional (0P00002OFS)

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29.500 -0.470    -1.57%
27/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Saratoga
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 34.19M
Saratoga Large Capitalization Growth Portfolio Fun 29.500 -0.470 -1.57%

Saratoga Large Capitalization Growth Portfolio Fund Class Institutional Overview

 
Find basic information about the Saratoga Large Capitalization Growth Portfolio Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00002OFS MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US8034315015)
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Rating
1-Year Change18.55%
Prev. Close29.97
Risk Rating
TTM Yield0%
ROE39.92%
IssuerSaratoga
Turnover99%
ROA16.66%
Inception DateSep 01, 1994
Total Assets34.19M
Expenses1.70%
Min. Investment250
Market Cap197.81B
CategoryLarge Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1305 1082 1503 1335 2382 4100
Fund Return 30.5% 8.19% 50.31% 10.12% 18.96% 15.15%
Place in category 65 103 140 29 99 128
% in Category 5 7 13 4 12 19

Top Equity Funds by Saratoga

  Name Rating Total Assets YTD% 3Y% 10Y%
  James Alpha Global Real Estate InvI 205.3M 6.29 -3.34 5.14
  James Alpha Global Real Estate InvA 38.06M 5.83 -3.71 4.69
  Saratoga Health Biotechnology Inst 5.87M 8.69 6.69 5.82
  Saratoga Health Biotechnology A 4.56M 10.70 6.21 6.56
  Saratoga Large Capitalization Growa 2.74M 28.79 12.30 14.87

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 153.68B 30.62 7.78 13.76
  Fidelity Contrafund 128.94B 37.26 11.61 15.33
  Fidelity Contrafund K 128.94B 37.40 11.71 15.44
  Vanguard Growth Index Adm 89.13B 32.05 9.66 15.58
  JPMorgan Large Cap Growth R6 69.28B 34.70 11.07 17.87

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 7.85 430.53 -1.73%
  Apple US0378331005 7.45 255.59 -1.32%
  NVIDIA US67066G1040 6.60 137.01 -2.09%
  Meta Platforms US30303M1027 4.64 599.81 -0.59%
  Amazon.com US0231351067 4.07 223.75 -1.45%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Strong Sell Strong Buy
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