Large Capitalization is trading at 27.04 as of the 24th of March 2025; that is 0.67 percent increase since the beginning of the trading day. The fund's open price was 26.86. Large Capitalization has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The Portfolio will normally invest at least 80 percent of its total assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of 5 billion or more. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants. More on Large Capitalization Growth
Large Capitalization Growth [SLCGX] is traded in USA and was established 24th of March 2025. Large Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Saratoga family. This fund at this time has accumulated 26.08 M in assets with minimum initial investment of 250. Large Capitalization is currently producing year-to-date (YTD) return of 2.46%, while the total return for the last 3 years was 13.72%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Large Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Large Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Large Capitalization Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Large Capitalization Growth Mutual Fund Constituents
Other Information on Investing in Large Mutual Fund
Large Capitalization 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 Capitalization security.