SaratogaRIM Lge Cap Quality Focus ESG (S:0P0001RBGN)
14.18
-0.17
(-1.18%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Alphabet, Inc. | 8.24% | 327.93 | -0.79% |
| Microsoft Corp. | 6.46% | 465.95 | 3.28% |
| Johnson & Johnson | 6.38% | 220.14 | 0.76% |
| Medtronic Plc | 6.36% | 100.88 | -0.45% |
| ASML Holding NV | 5.93% | 1389.04 | -0.43% |
| Unilever Plc | 5.72% | 67.00 | 2.24% |
| The Walt Disney Co. | 5.64% | 110.98 | -1.97% |
| Roche Holding AG | 5.01% | 55.23 | 0.80% |
| Oracle Corp. | 4.86% | 177.16 | -0.57% |
| Novo Nordisk A/S | 4.63% | 62.26 | 0.05% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |