Saratoga Large Capitalization Value PortfolioSLVYX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$18.1M
Expense ratio
2.17%
1-year return
+18.7%
3 years, a year
+13.2%
5 years, a year
+11.5%
Holdings
24
What it aims to do.
The Large Capitalization Value Portfolio seeks total return consisting of capital appreciation and dividend income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| HSIC Henry Schein, Inc. | 7.24% |
| Dreyfus Instl Resv | 7.14% |
| AME Ametek, Inc. | 6.34% |
| WMB Williams Companies Inc. (The) | 6.08% |
| CLH Clean Harbors, Inc. | 5.55% |
| PRMB Primo Brands Corp. | 5.30% |
| APG API Group Corp | 5.12% |
| DGX Quest Diagnostics Incorporated | 4.80% |
| MLM Martin Marietta Materials Inc | 4.73% |
| COF Capital One Financial Corp. | 4.52% |
More on SLVYX.
- SLVYX overview
- SLVYX holdings
- SLVYX risk
- SLVYX costs
- SLVYX money in and out
- SLVYX share classes
- Compare SLVYX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.