Large Cap Value Fund Quote

SLVYX Fund  USD 28.76  0.07  0.24%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Large Cap is trading at 28.76 as of the 2nd of December 2024; that is 0.24% up since the beginning of the trading day. The fund's open price was 28.69. Large Cap has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Large Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. 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

  0.85VVIAX Vanguard Value IndexPairCorr
  0.89DOXGX Dodge Cox StockPairCorr
  0.87AFMFX American MutualPairCorr
  0.87FFMMX American Funds AmericanPairCorr
  0.87FFFMX American Funds AmericanPairCorr
  0.87AMRMX American MutualPairCorr

Large Mutual Fund Highlights

Fund ConcentrationLarge Value, Saratoga, Large, Large Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Large Cap Value [SLVYX] is traded in USA and was established 2nd of December 2024. The fund is listed under Large Value 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 10.07%, while the total return for the last 3 years was 7.26%.
Check Large Cap Probability Of Bankruptcy

Instrument Allocation

Top Large Cap Value Mutual Fund Constituents

AERAerCap Holdings NVStockIndustrials
EQCEquity CommonwealthStockReal Estate
CMCSAComcast CorpStockCommunication Services
DGXQuest Diagnostics IncorporatedStockHealth Care
ONON SemiconductorStockInformation Technology
BABAAlibaba Group HoldingStockConsumer Discretionary
PRGOPerrigo Company PLCStockHealth Care
QRVOQorvo IncStockInformation Technology
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.
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings