Large Capitalization Growth Fund Quote
| SLCGX Fund | USD 28.10 0.06 0.21% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Large Capitalization is trading at 28.10 as of the 25th of April 2024; that is -0.21 percent decrease since the beginning of the trading day. The fund's open price was 28.16. Large Capitalization has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Large Capitalization Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of January 2024 and ending today, the 25th of April 2024. Click here to learn more.
The Portfolio will normally invest at least 80 percent of its total assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of 5 billion or more. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants. More on Large Capitalization Growth
Moving together with Large Mutual Fund
| 0.94 | SABAX | Salient Alternative Beta | PairCorr |
| 0.96 | SABIX | Aggressive Balanced | PairCorr |
| 0.96 | SABCX | Salient Alternative Beta | PairCorr |
| 0.95 | SAMAX | Moderately Aggressive | PairCorr |
| 0.95 | SAMCX | Salient Mlp Fund | PairCorr |
| 0.96 | SAMIX | Moderately Aggressive | PairCorr |
| 0.85 | SSCCX | Small Capitalization | PairCorr |
Large Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Large Capitalization's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Large Capitalization or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Saratoga Funds, Large Growth Funds, Large Growth, Saratoga, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of December 2022 |
| Fiscal Year End | August |
Large Capitalization Growth [SLCGX] is traded in USA and was established 25th of April 2024. Large Capitalization is listed under Saratoga category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Saratoga family. This fund at this time has accumulated 26.08 M in assets with minimum initial investment of 250. Large Capitalization is currently producing year-to-date (YTD) return of 9.72%, while the total return for the last 3 years was 9.01%.
Check Large Capitalization 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 Capitalization Growth 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 Capitalization Growth Mutual Fund Constituents
| PYPL | PayPal Holdings | Stock | Financials |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
| ALGN | Align Technology | Stock | Health Care |
| SYY | Sysco | Stock | Consumer Staples |
| COST | Costco Wholesale Corp | Stock | Consumer Staples |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care |
| HD | Home Depot | Stock | Consumer Discretionary |
Large Capitalization Target Price Odds Analysis
Based on a normal probability distribution, the odds of Large Capitalization jumping above the current price in 90 days from now is about 46.9%. The Large Capitalization Growth probability density function shows the probability of Large Capitalization mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0616. This usually implies Large Capitalization Growth market returns are sensitive to returns on the market. As the market goes up or down, Large Capitalization is expected to follow. Additionally, large Capitalization Growth has an alpha of 0.005, implying that it can generate a 0.004996 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Large Capitalization to move above the current price in 90 days from now is about 46.9 (This Large Capitalization Growth probability density function shows the probability of Large Mutual Fund to fall within a particular range of prices over 90 days) .
Large Capitalization Top Holders
| SAMIX | Moderately Aggressive Balanced | Mutual Fund | Allocation--50% to 70% Equity |
| SMPAX | Moderate Balanced Allocation | Mutual Fund | Allocation--50% to 70% Equity |
| LUNAX | Conservative Balanced Allocation | Mutual Fund | Allocation--30% to 50% Equity |
| SBMCX | Moderate Balanced Allocation | Mutual Fund | Allocation--50% to 70% Equity |
| SABAX | Salient Alternative Beta | Mutual Fund | Allocation--70% to 85% Equity |
| SMACX | Moderately Servative Balanced | Mutual Fund | Allocation--50% to 70% Equity |
| SCAAX | Conservative Balanced Allocation | Mutual Fund | Allocation--30% to 50% Equity |
Large Capitalization Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Large Capitalization market risk premium is the additional return an investor will receive from holding Large Capitalization long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Large Capitalization. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Large Capitalization's alpha and beta are two of the key measurements used to evaluate Large Capitalization's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7568 | |||
| Semi Deviation | 0.7837 | |||
| Standard Deviation | 0.9948 | |||
| Variance | 0.9896 |
Large Capitalization Against Markets
Picking the right benchmark for Large Capitalization mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Large Capitalization mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Large Capitalization is critical whether you are bullish or bearish towards Large Capitalization Growth at a given time. Please also check how Large Capitalization's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Large Capitalization without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Large Mutual Fund?
Before investing in Large Capitalization, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Large Capitalization. To buy Large Capitalization fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Large Capitalization. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Large Capitalization fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Large Capitalization Growth fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Large Capitalization Growth fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Large Capitalization Growth, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Large Capitalization Growth?
The danger of trading Large Capitalization Growth is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Large Capitalization is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Large Capitalization. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Large Capitalization is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Large Capitalization Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Large Capitalization information on this page should be used as a complementary analysis to other Large Capitalization's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.