Description

The Saratoga Large Capitalization Growth Portfolio generally commits at least 80% of its overall funds to equity holdings. These investments specifically target U.S.-based companies that boast a market capitalization of $5 billion or more. The fund's equity assets comprise common shares, preferred shares, securities convertible into common stock, and warrants. In periods of unfavorable market conditions, the portfolio reserves the right to temporarily allocate capital to high-quality debt instruments.