Saratoga Large Capitalization Grth B
1101 Stewart Ave Garden City NY 11530 Mineola, NY 11501-4803
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Phone: 800-807-3863
| Category: | Large Growth | | Fund Family: | Saratoga | | Net Assets: | 180.00K | | Year-to-Date Return: | -15.90% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-99 |
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Mark B. Baribeau
Lead Manager since
28-Nov-05 | | | Baribeau is vice president and portfolio manager with Loomis Sayles, his employer since 1989. Prior to that, he was an economist for John Hancock Financial Services. He has over 21 years of investment experience. Baribeau holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or more, including common stocks, preferred stocks, securities convertible into common stocks and warrants. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Dec-01):
| 0.04 | | Annual Holdings Turnover
| 104.00% | | Average for Category:
| 98.99% |
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| Expense | SLGZX | Category
Avg | | Total Expense Ratio: | 2.53%
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.69% | | 3 Yr Expense Projection*: |
$1,088 | $623 | | 5 Yr Expense Projection*: |
$1,545 | $956 | | 10 Yr Expense Projection*: |
$2,620 | $1,887 |
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0.11% Nasdaq 
0.36%
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