The Saratoga Large Capitalization Value Portfolio posted positive performance during the first quarter of 2017. Healthcare and Housing sector stock selection was strong, while the Energy, Consumer, and Financial sectors were underperformers. A number of the Portfolio’s housing stocks benefited from increased home sales during the quarter, likely aided by improving consumer confidence. Likewise, some of the Portfolio’s Energy names suffered due to weaker oil prices. We remain optimistic about the outlook for the economy and believe that the Portfolio is well positioned in undervalued companies with outstanding fundamental outlooks.
Information contained herein was obtained from recognized statistical services and other sources believed to be reliable and we therefore cannot make any representation as to its completeness or accuracy. Any statements not of a factual nature constitute opinions which are subject to change without notice.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Saratoga Advantage Trust mutual funds. This and other important information about the Saratoga Advantage Trust's funds is contained in the prospectus, which can be obtained by clicking here, or by calling (800) 807-FUND, and which should be read carefully before investing. The Saratoga Advantage Trust's funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Saratoga Capital Management, LLC is not affiliated with Northern Lights Distributors, LLC. 1/16 © Saratoga Capital Management, LLC; All Rights Reserved.