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Saratoga Large Capitlization Growth Class A: (MF: SLGYX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:10 PM ET

$20.34 USD

+0.04 (0.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -9.04 98
3 months -8.08 97
6 months -2.25 85
1 Year 11.47 66
3 Year 25.77 7
5 Year 14.76 4
10 Year 16.11 12

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -54.55
Bull Market (2/09 - 3/21) 1,499.14

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.57
5 Year 15.96
10 Year 15.80
Since Inception 11.78

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.07 20.40 9.62 1.83
2024 15.40 7.11 4.19 9.06
2023 14.18 9.39 -2.32 13.21
2022 -8.88 -20.80 -1.09 -0.50
2021 5.46 10.55 0.74 12.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return -9.0422.2140.4738.12-28.9831.7128.1825.97-0.9029.84-0.44
% Total Return Rel to Index -5.643.9915.4411.87-10.783.039.78-5.513.498.05-12.37
% Total Return Rel to Peer -5.729.5021.0715.12-9.289.658.26-2.455.969.16-8.26
% Perf Quintile vs Peer* 5.001.000.001.004.001.002.004.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.14
% Yield 0.000.000.000.000.000.000.000.000.000.000.54
Capital Gains ($) 0.004.316.861.901.486.822.443.675.401.544.89
Expense Ratio 0.002.232.112.062.061.761.521.461.632.741.55

* 1 = Top 20%, 5 = Bottom 20%