SLCVX Alternatives & Similar Mutual Funds

Saratoga Large Capitalization Value Portfolio (SLCVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SLCVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SLCVX

SLCVX charges 1.34% annually. There are 301 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	SLCVX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	SLCVX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	SLCVX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	SLCVX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	SLCVX vs VVIAX

Best Risk-Adjusted Alternatives to SLCVX

SLCVX has a PortfoliosLab risk / return rank of 10. There are 308 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	SLCVX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	SLCVX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	SLCVX vs VALAX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	SLCVX vs SABTX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	SLCVX vs AVLVX

Top Performing SLCVX Alternatives (YTD)

SLCVX is at 4.87% YTD. There are 289 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.

Symbol	Name	YTD Return	AUM	Inception
VALAX	Al Frank Fund	25.18%	—	May 2006	SLCVX vs VALAX
YAFFX	AMG Yacktman Focused Fund	23.48%	—	May 1997	SLCVX vs YAFFX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.32%	—	Jun 2022	SLCVX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.63%	—	Jun 2015	SLCVX vs PKAIX
NPRTX	Neuberger Berman Large Cap Value Fund	20.12%	—	Jan 1975	SLCVX vs NPRTX

Lowest Volatility Alternatives to SLCVX

SLCVX has 13.79% 1-year volatility. There are 292 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.41%	—	Sep 2017	SLCVX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	SLCVX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.38%	—	Dec 1973	SLCVX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.81%	—	Feb 1996	SLCVX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.36%	—	Dec 2007	SLCVX vs TMMAX

Lowest Drawdown Alternatives to SLCVX

SLCVX has a 1-year max drawdown of -11.30%. There are 304 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	SLCVX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	SLCVX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	SLCVX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	SLCVX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	SLCVX vs SVAIX

Other Mutual Funds from Saratoga

The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLCGX	Saratoga Large Capitalization Growth Portfolio	Large Cap Growth Equities	12	-1.03%	—	Sep 1994	SLCVX vs SLCGX
SBMIX	Saratoga Moderate Balanced Allocation Portfolio	Diversified Portfolio	38	5.85%	—	Dec 2017	SLCVX vs SBMIX
SPMAX	Saratoga Mid Capitalization Portfolio	Mid Cap Blend Equities	57	24.92%	—	Jun 2002	SLCVX vs SPMAX
SHPAX	Saratoga Health & Biotechnology Fund	Health & Biotech Equities	21	0.05%	—	Jul 1999	SLCVX vs SHPAX
STPAX	Saratoga Technology & Communications Portfolio	Technology Equities	21	7.13%	—	Oct 1997	SLCVX vs STPAX
SIEPX	Saratoga International Equity Portfolio	Foreign Large Cap Equities	47	15.78%	—	Sep 1994	SLCVX vs SIEPX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	63	27.15%	—	Sep 1994	SLCVX vs SSCPX
SMBPX	Saratoga Municipal Bond Portfolio	Ultrashort Bond	91	0.00%	—	Sep 1994	SLCVX vs SMBPX
SABIX	Saratoga Aggressive Balanced Allocation Portfolio	Diversified Portfolio	41	7.60%	—	Dec 2017	SLCVX vs SABIX
LUNAX	Saratoga Conservative Balanced Allocation Portfoli...	Diversified Portfolio	38	4.00%	—	Dec 2017	SLCVX vs LUNAX

Often Compared With SLCVX

Investors most often compare SLCVX with SIBPX, AVERX, LEXCX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SIBPX	Saratoga Investment Quality Bond Portfolio	Short-Term Bond	7	-1.06%	—	Sep 1994	SLCVX vs SIBPX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	9	11.57%	—	Jan 1984	SLCVX vs AVERX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	43	15.98%	—	Nov 1935	SLCVX vs LEXCX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	SLCVX vs UPDDX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	89	16.65%	—	Oct 2002	SLCVX vs TILVX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	92	18.43%	—	Dec 2006	SLCVX vs NQCRX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	51	7.32%	6.45B	Aug 1994	SLCVX vs TWEIX
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	89	13.11%	—	Jul 2006	SLCVX vs DQIRX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	52	7.52%	—	Jul 1998	SLCVX vs ACIIX
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	94	15.71%	—	May 2012	SLCVX vs IDIVX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	94	17.46%	—	Apr 2003	SLCVX vs NEIMX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	89	9.70%	—	Feb 1992	SLCVX vs THPGX
YACKX	AMG Yacktman Fund	Large Cap Value Equities	8	14.69%	—	Jul 1992	SLCVX vs YACKX
FSWCX	Fidelity SAI U.S. Value Index Fund	Large Cap Value Equities	92	14.13%	—	Dec 2017	SLCVX vs FSWCX
PXTIX	PIMCO RAE PLUS Fund	Large Cap Value Equities	91	18.31%	—	Jun 2005	SLCVX vs PXTIX

Compare SLCVX with Any Fund or Stock

Compare SLCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SLCVX with funds that move differently

Saratoga Large Capitalization Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SLCVX.

Explore SLCVX Diversifiers

Saratoga Large Capitalization Value Portfolio (SLCVX) Alternatives