Large Cap Value Fund Quote

SLCVX Fund  USD 29.13  0.02  0.07%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Large Cap is trading at 29.13 as of the 19th of July 2025; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 29.11. Large Cap has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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

Moving together with Large Mutual Fund

  0.83SABAX Salient Alternative BetaPairCorr
  0.77SABIX Aggressive BalancedPairCorr
  0.82SABCX Salient Alternative BetaPairCorr
  0.77SAMAX Moderately AggressivePairCorr
  0.99SAMIX Moderately AggressivePairCorr
  0.7SSCCX Small CapitalizationPairCorr

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 June 2025
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Large Cap Value [SLCVX] is traded in USA and was established 19th of July 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 11.04%, while the total return for the last 3 years was 14.27%.
Check Large Cap Probability Of Bankruptcy

Instrument Allocation

Top Large Cap Value Mutual Fund Constituents

LBRDKLiberty Broadband SrsStockCommunication Services
DFSDiscover Financial ServicesStockFinancials
ACMAecom TechnologyStockIndustrials
AIGAmerican International GroupStockFinancials
DALDelta Air LinesStockIndustrials
NRGNRG EnergyStockUtilities
PHGKoninklijke Philips NVStockHealth Care
AXTAAxalta Coating SystemsStockMaterials
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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
More Details

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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