Saratoga Large Capitalization Value A
1101 Stewart Ave Garden City NY 11530 Mineola, NY 11501-4803
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Phone: 800-807-3863
| Category: | Large Value | | Fund Family: | Saratoga | | Net Assets: | 20.00K | | Year-to-Date Return: | -26.72% | | Yield: | 0.57% | | Morningstar Rating: | N/A | | Fund Inception Date: | 14-Feb-06 |
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Colin Glinsman
Lead Manager since
23-Nov-07 | | | Glinsman is chief investment Officer of Oppenheimer Capitals Value Core equity platform. He is lead manager of Oppenheimer Capitals Large Cap Value and Large Cap Focus strategies, as well as portfolio manager of an open-end mutual fund managed in the large-cap value style. He also manages an open-end mutual fund managed in the balanced style for a third-party distributor. Glinsman holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | 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 total return. The fund normally invests at least 80% of assets in a diversified portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or greater at the time of purchase, including common stocks, preferred stocks, securities convertible into common stocks and warrants. |
| Last Dividend
(20-Dec-07):
| 0.09 | | Last Cap Gain
(20-Dec-07):
| 2.56 | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 59.97% |
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| Expense | SLVYX | Category
Avg | | Total Expense Ratio: | 1.83%
| 1.28% | | Max 12b1 Fee: | 0.40%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$1,117 | $592 | | 5 Yr Expense Projection*: |
$1,508 | $906 | | 10 Yr Expense Projection*: |
$2,599 | $1,779 |
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1.47% Nasdaq 
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