Large Cap Value Fund Quote
| SLVCX Fund | USD 16.17 0.07 0.43% |
PerformanceVery Weak
| Odds Of DistressLow
|
Large Cap is trading at 16.17 as of the 19th of March 2025; that is 0.43 percent decrease since the beginning of the trading day. The fund's open price was 16.24. Large Cap 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 19th of December 2024 and ending today, the 19th of March 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. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants.. More on Large Cap Value
Moving together with Large Mutual Fund
Large Mutual Fund Highlights
| Fund Concentration | Saratoga Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Saratoga, Large Blend, Mid-Cap Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of December 2022 |
| Fiscal Year End | August |
Large Cap Value [SLVCX] is traded in USA and was established 19th of March 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 19.32 M in assets with minimum initial investment of 250. Large Cap Value is currently producing year-to-date (YTD) return of 2.8%, while the total return for the last 3 years was 5.94%.
Check Large Cap Probability Of Bankruptcy
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 Cap Value 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 Cap Value Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| FWONK | Liberty Media | Stock | Communication Services | |
| LEN | Lennar | Stock | Consumer Discretionary | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| LBRDK | Liberty Broadband Srs | Stock | Communication Services | |
| MHK | Mohawk Industries | Stock | Consumer Discretionary | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| NRG | NRG Energy | Stock | Utilities |
Large Cap Value Risk Profiles
| Mean Deviation | 1.1 | |||
| Standard Deviation | 2.66 | |||
| Variance | 7.09 | |||
| Risk Adjusted Performance | (0.11) |
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.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |