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 304 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
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	SLCVX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	SLCVX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	SLCVX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	SLCVX vs TILVX

Best Risk-Adjusted Alternatives to SLCVX

SLCVX has a PortfoliosLab risk / return rank of 7. There are 318 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	95	—	May 2006	SLCVX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	SLCVX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	SLCVX vs SABTX

Top Performing SLCVX Alternatives (YTD)

SLCVX is at 0.71% YTD. There are 311 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	31.39%	—	May 1997	SLCVX vs YAFFX
PKAIX	PIMCO RAE US Fund	23.68%	—	Jun 2015	SLCVX vs PKAIX
VALAX	Al Frank Fund	21.52%	—	May 2006	SLCVX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	20.67%	—	Jun 2022	SLCVX vs AVLVX
YACKX	AMG Yacktman Fund	20.51%	—	Jul 1992	SLCVX vs YACKX

Lowest Volatility Alternatives to SLCVX

SLCVX has 13.08% 1-year volatility. There are 293 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.91%	—	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	7.14%	—	Dec 1973	SLCVX vs RIDAX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.08%	—	Nov 1997	SLCVX vs FLCCX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.08%	—	Feb 1996	SLCVX vs FALIX

Lowest Drawdown Alternatives to SLCVX

SLCVX has a 1-year max drawdown of -11.30%. There are 310 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	SLCVX vs BUFBX
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
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, SPMAX, STPAX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLCGX	Saratoga Large Capitalization Growth Portfolio	Large Cap Growth Equities	19	4.14%	—	Sep 1994	SLCVX vs SLCGX
SPMAX	Saratoga Mid Capitalization Portfolio	Mid Cap Blend Equities	35	15.57%	—	Jun 2002	SLCVX vs SPMAX
STPAX	Saratoga Technology & Communications Portfolio	Technology Equities	34	12.61%	—	Oct 1997	SLCVX vs STPAX
SHPAX	Saratoga Health & Biotechnology Fund	Health & Biotech Equities	13	-2.63%	—	Jul 1999	SLCVX vs SHPAX
SBMIX	Saratoga Moderate Balanced Allocation Portfolio	Diversified Portfolio	36	4.78%	—	Dec 2017	SLCVX vs SBMIX
SIEPX	Saratoga International Equity Portfolio	Foreign Large Cap Equities	38	13.90%	—	Sep 1994	SLCVX vs SIEPX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	44	19.85%	—	Sep 1994	SLCVX vs SSCPX
SMBPX	Saratoga Municipal Bond Portfolio	Ultrashort Bond	93	0.00%	—	Sep 1994	SLCVX vs SMBPX
LUNAX	Saratoga Conservative Balanced Allocation Portfoli...	Diversified Portfolio	37	3.20%	—	Dec 2017	SLCVX vs LUNAX
SABIX	Saratoga Aggressive Balanced Allocation Portfolio	Diversified Portfolio	37	6.28%	—	Dec 2017	SLCVX vs SABIX

Often Compared With SLCVX

Investors most often compare SLCVX with SIBPX, TMMAX, UPDDX. These 13 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	9	-0.75%	—	Sep 1994	SLCVX vs SIBPX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Large Cap Value Equities	22	4.94%	—	Dec 2007	SLCVX vs TMMAX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	SLCVX vs UPDDX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	13	16.43%	—	Jan 1984	SLCVX vs AVERX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	52	17.73%	—	Nov 1935	SLCVX vs LEXCX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	90	15.38%	—	Dec 2006	SLCVX vs NQCRX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	38	5.70%	—	Jul 1998	SLCVX vs ACIIX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	93	15.83%	—	Apr 2003	SLCVX vs NEIMX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	37	5.54%	6.45B	Aug 1994	SLCVX vs TWEIX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	79	11.28%	238.00B	Nov 2000	SLCVX vs VVIAX
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	92	14.88%	—	Jul 2006	SLCVX vs DQIRX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	92	11.68%	—	Feb 1992	SLCVX vs THPGX
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	93	14.55%	—	May 2012	SLCVX vs IDIVX

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.

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Saratoga Large Capitalization Value Portfolio (SLCVX) Alternatives