SLVYX Mutual Fund

SLVYX Mutual Fund (Saratoga Large Capitalization Value Portfolio Class A) is managed by Saratoga Capital Management, LLC with $383,417.43 in net assets. SLVYX expense ratio is 2.17%, holding 22 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2006-02-14.

SLVYX performance shows a YTD return of -3.56%. The 1-year return is -0.24% and the 5-year return is 7.69%.

SLVYX top holdings include Henry Schein Inc (6.8%), Amazon.Com Inc (6.3%), Clean Harbors Inc (6.2%), Quest Diagnostics Inc (6.1%), Capital One Financial Corp. (6.0%). Go to all SLVYX holdings, SLVYX sectors, or SLVYX dividends.

SLVYX can be compared against other funds. Use SLVYX overlap to find shared positions, or SLVYX vs another fund for a side-by-side view. SLVYX alternatives are available via the screener, along with tax-loss harvesting opportunities.