Large Cap Value Fund Quote
| SLVCX Fund | USD 21.34 0.04 0.19% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Large Cap is trading at 21.34 as of the 1st of December 2024; that is 0.19 percent increase since the beginning of the trading day. The fund's open price was 21.3. Large Cap has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Large Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund will normally invest at least 80 percent of its total 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. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants.. More on Large Cap Value
Moving together with Large Mutual Fund
| 0.93 | SABAX | Salient Alternative Beta | PairCorr |
| 0.92 | SABIX | Aggressive Balanced | PairCorr |
| 0.92 | SABCX | Salient Alternative Beta | PairCorr |
| 0.92 | SAMAX | Moderately Aggressive | PairCorr |
| 0.92 | SAMCX | Salient Mlp Fund | PairCorr |
| 0.92 | SAMIX | Moderately Aggressive | PairCorr |
Moving against Large Mutual Fund
Large Mutual Fund Highlights
| Fund Concentration | Saratoga Funds, Large Funds, Large Value Funds, Large Value, Saratoga, Large Blend, Mid-Cap Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of December 2022 |
| Fiscal Year End | August |
Large Cap Value [SLVCX] is traded in USA and was established 1st of December 2024. Large Cap is listed under Saratoga category by Fama And French industry classification. The fund is listed under Large Value category and is part of Saratoga family. This fund at this time has accumulated 19.32 M in assets with minimum initial investment of 250. Large Cap Value is currently producing year-to-date (YTD) return of 10.94%, while the total return for the last 3 years was 7.05%.
Check Large Cap 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 Cap Value 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 Cap Value Mutual Fund Constituents
| SYF | Synchrony Financial | Stock | Financials | |
| TGT | Target | Stock | Consumer Staples | |
| AIG | American International Group | Stock | Financials | |
| ACM | Aecom Technology | Stock | Industrials | |
| LEN | Lennar | Stock | Consumer Discretionary | |
| NCLH | Norwegian Cruise Line | Stock | Consumer Discretionary | |
| WBS | Webster Financial | Stock | Financials | |
| SRC | Spirit Realty Capital | Stock | Real Estate |
Large Cap Value Risk Profiles
| Mean Deviation | 0.6379 | |||
| Semi Deviation | 0.6721 | |||
| Standard Deviation | 0.8149 | |||
| Variance | 0.6641 |
Large Cap Against Markets
Other Information on Investing in Large Mutual Fund
Large Cap financial ratios help investors to determine whether Large Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Large with respect to the benefits of owning Large Cap security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |