Saratoga Large Capitalization Value Portfolio
Shareclass
Saratoga Large Capitalization Value C (SLVCX)
Type
Open-end mutual fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,638 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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 Inc5.38% of assets$1.05M invested
- 2. JPMorgan Chase & Co3.43% of assets$668,506 invested
- 3. Walker & Dunlop Inc2.52% of assets$492,517 invested
- 4. Williams Companies Inc4.36% of assets$850,999 invested
- 5. CBRE Group Inc Class A4.34% of assets$847,666 invested
- 6. Danaher Corp4.86% of assets$947,386 invested
- 7. Equitable Holdings Inc2.81% of assets$549,100 invested
- 8. Aon PLC Class A5.34% of assets$1.04M invested
- 9. Capital One Financial Corp2.98% of assets$580,793 invested
- 10. SLM Corp3.18% of assets$619,650 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. APi Group Corp5.88% of assets$1.15M invested
- 2. Martin Marietta Materials Inc5.19% of assets$1.01M invested
- 3. Canadian Pacific Kansas City Ltd6.41% of assets$1.25M invested
- 4. Liberty Formula One Group Registered Shs Series -C- Formula One4.38% of assets$854,563 invested
- 5. SBA Communications Corp Class A4.94% of assets$963,990 invested
- 6. Jabil Inc3.33% of assets$650,044 invested
- 7. Crown Holdings Inc2.46% of assets$480,058 invested
- 8. Quanta Services Inc2.45% of assets$477,460 invested
- 9. AMETEK Inc6.32% of assets$1.23M invested
- 10. Clean Harbors Inc5.28% of assets$1.03M 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
Enlarge
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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More from Invest Your Values
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