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Saratoga Large Capitalization Growth Portfolio Fund Class Institutional (0P00002OFS)

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32.140 +0.640    +2.03%
19/09 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Saratoga
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 29.87M
Saratoga Large Capitalization Growth Portfolio Fun 32.140 +0.640 +2.03%

0P00002OFS Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Saratoga Large Capitalization Growth Portfolio Fun (0P00002OFS) fund. Our Saratoga Large Capitalization Growth Portfolio Fun portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Stocks 104.170 104.170 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 26.133 28.423
Price to Book 8.216 6.828
Price to Sales 2.510 4.336
Price to Cash Flow 15.686 18.581
Dividend Yield 0.687 0.721
5 Years Earnings Growth 16.847 15.364

Sector Allocation

Name  Net % Category Average
Technology 49.660 39.796
Consumer Cyclical 13.870 13.710
Communication Services 12.760 11.468
Healthcare 10.030 12.432
Financial Services 5.180 9.093
Consumer Defensive 4.540 3.662
Industrials 3.970 7.069

Region Allocation

  • North America
  • Developed Markets

Top Holdings

Number of long holdings: 51

Number of short holdings: 2

Name ISIN Weight % Last Change %
  Microsoft US5949181045 8.63 438.69 +1.83%
  Apple US0378331005 8.07 228.87 +3.71%
  NVIDIA US67066G1040 7.15 117.87 +3.97%
  Amazon.com US0231351067 4.62 189.87 +1.85%
  Meta Platforms US30303M1027 4.36 559.10 +3.93%
  Broadcom US11135F1012 2.89 167.42 +3.90%
  Progressive US7433151039 2.70 255.30 -0.92%
  Arista Networks US0404131064 2.62 379.32 +4.87%
  McKesson US58155Q1031 2.61 508.16 -0.68%
  Spotify Tech LU1778762911 2.60 360.22 +4.72%

Top Equity Funds by Saratoga

  Name Rating Total Assets YTD% 3Y% 10Y%
  James Alpha Global Real Estate InvI 248.22M 8.97 -3.04 5.27
  James Alpha Global Real Estate InvA 47.04M -4.11 -3.71 4.27
  Saratoga Health Biotechnology Inst 6.35M 0.03 6.28 7.00
  Saratoga Health Biotechnology A 5M 5.32 3.88 6.12
  Saratoga Large Capitalization Growa 2M 12.00 12.59 13.72
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