Saratoga Large Capitalization Value Portfolio
Shareclass
Saratoga Large Capitalization Value C (SLVCX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 282 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Saratoga Large Capitalization Value Portfolio SLVCX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Welltower Inc5.06% of assets$915,996 invested
- 2. Henry Schein Inc7.49% of assets$1.36M invested
- 3. Williams Companies Inc5.66% of assets$1.02M invested
- 4. CBRE Group Inc Class A4.12% of assets$745,101 invested
- 5. Alcon Inc3.44% of assets$621,562 invested
- 6. Aon PLC Class A3.43% of assets$620,806 invested
- 7. Capital One Financial Corp4.88% of assets$883,482 invested
- 8. Danaher Corp5% of assets$904,066 invested
- 9. SLM Corp4.15% of assets$750,045 invested
- 10. Intercontinental Exchange Inc4.45% of assets$804,997 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Primo Brands Corp Ordinary Shares - Class A4.77% of assets$863,425 invested
- 2. APi Group Corp5.01% of assets$905,787 invested
- 3. Somnigroup International Inc4.22% of assets$763,861 invested
- 4. Martin Marietta Materials Inc5.22% of assets$944,790 invested
- 5. Canadian Pacific Kansas City Ltd5.67% of assets$1.03M invested
- 6. Quanta Services Inc3.26% of assets$590,548 invested
- 7. Clean Harbors Inc4.91% of assets$888,474 invested
- 8. AMETEK Inc6.77% of assets$1.22M invested
- 9. Crown Holdings Inc2.53% of assets$457,160 invested
- 10. Liberty Media Corp Registered Shs Series -C- Formula One3% of assets$542,827 invested
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Financial performance
Performance data provided by
Find more financial data on SLVCX at Morningstar.com
Find more financial data on SLVCX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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