Large Capitalization Financials
| SLCGX Fund | USD 28.10 0.06 0.21% |
Large |
Please note that past performance is not an indicator of the future performance of Large Capitalization, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Large Capitalization Fund Summary
Large Capitalization competes with Amana Income, Amana Income, Amana Developing, and Amana Developing. 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. Under adverse market conditions, it may also make temporary investments in investment grade debt securities.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saratoga Advantage Trust |
| Mutual Fund Family | Saratoga |
| Mutual Fund Category | Large Growth |
| Benchmark | NYSE Composite |
| Phone | 800 807 3863 |
| Currency | USD - US Dollar |
Large Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Large Capitalization's current stock value. Our valuation model uses many indicators to compare Large Capitalization value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Large Capitalization competition to find correlations between indicators driving Large Capitalization's intrinsic value. More Info.Large Capitalization Growth is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.27 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Large Capitalization Growth is roughly 3.65 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Large Capitalization by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Large Capitalization's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Large Capitalization's earnings, one of the primary drivers of an investment's value.Large Capitalization Systematic Risk
Large Capitalization's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Large Capitalization volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Large Capitalization correlated with the market. If Beta is less than 0 Large Capitalization generally moves in the opposite direction as compared to the market. If Large Capitalization Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Large Capitalization is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Large Capitalization is generally in the same direction as the market. If Beta > 1 Large Capitalization moves generally in the same direction as, but more than the movement of the benchmark.
Large Capitalization April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Large Capitalization help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Large Capitalization Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Large Capitalization Growth based on widely used predictive technical indicators. In general, we focus on analyzing Large Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Large Capitalization's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9501 | |||
| Information Ratio | 0.0103 | |||
| Maximum Drawdown | 5.13 | |||
| Value At Risk | (1.54) | |||
| Potential Upside | 1.74 |
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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.