The Saratoga Large Capitalization Growth Portfolio Fund Class Institutional is a mutual fund focused on delivering capital appreciation by investing primarily in large-cap U.S. equities. The fund typically allocates at least 80% of its assets to equity securities issued by U.S. companies with market capitalizations of $5 billion or more, targeting businesses poised for above-average growth. Its strategy, managed by Smith Group Asset Management, utilizes both quantitative and qualitative analysis to identify high-quality companies with strong earnings growth prospects and the potential to exceed investor expectations. Core holdings are concentrated in sectors such as technology, consumer cyclical, and communication services, with significant allocations to well-known firms like Microsoft, Apple, NVIDIA, Amazon, and Meta Platforms. This institutional share class is designed for investors seeking exposure to leading U.S. growth companies and generally features a high portfolio turnover and a higher-than-average expense ratio. The fund plays a significant role within the large growth category, aligning with investors aiming to participate in the performance of large, innovative U.S. enterprises driving market leadership and expansion.
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