Fund Facts

September 1, 1994

Fund Type:

I-shares Symbol: SGMXX

A-shares Symbol: SGAXX

C-shares Symbol: SZCXX

Institutional Adviser: CLS Investments, LLC

About CLS Investments, LLC

The Saratoga U.S. Government Money Market Portfolio is managed by CLS Investments, LLC. CLS is a professional money management firm and SEC Registered Investment Adviser with corporate headquarters in Omaha, Nebraska. CLS is one of the largest independent 3rd party money managers in the United States. 

Investment Style

CLS Investments, LLC monitors macro-economic trends and Federal Reserve policy to determine their likely impact on money market yields.  CLS then uses this forecast to try to optimize the construction of the Portfolio, while seeking to maintain a constant net asset value of $1 per share for the Portfolio.