SLVCX

About SLVCX

Saratoga Large Capitalization Value Fund Class C is a mutual fund focused on investing in large U.S. companies that exhibit value characteristics. Its primary purpose is capital preservation and appreciation, achieved through a portfolio of high-quality, undervalued stocks identified based on their compelling valuations, measurable catalysts for value realization, and solid long-term earnings growth potential. The fund is managed by MD Sass Investor Services, Inc., which employs a disciplined approach centered on companies with robust free cash flow, strong balance sheets, reliable management, and value-added product lines. This core equity fund generally avoids highly speculative growth names and instead seeks to capitalize on price inefficiencies among established large-cap firms. Serving both individual and institutional investors, the Saratoga Large Capitalization Value Fund Class C plays a significant role for those seeking exposure to the value segment of the U.S. equity market, balancing potential for long-term growth with a focus on underlying company quality and financial sustainability.