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NasdaqGM - Delayed Quote USD

Saratoga Moderate Balanced Allc A (SMPAX)

11.83
-0.02
(-0.17%)
At close: 8:02:13 PM EDT
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  • Previous Close 11.85
  • YTD Return -2.19%
  • Expense Ratio 2.33%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 2.24M
  • Beta (5Y Monthly) 0.80
  • Yield 1.68%
  • 5y Average Return --
  • Holdings Turnover 18.00%
  • Last Dividend 0.20
  • Inception Date Dec 29, 2017

The Portfolio's main investment strategy is to invest in other Saratoga Advantage Trust mutual funds (the "Saratoga Funds") and/or unaffiliated registered investment companies and exchange-traded funds ("ETFs") (together with the Saratoga Funds, the "underlying funds"). It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.

Saratoga

Fund Family

Allocation--50% to 70% Equity

Fund Category

2.24M

Net Assets

2017-12-29

Inception Date

More about Saratoga Moderate Balanced Allc A

Performance Overview: SMPAX

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Trailing returns as of 5/2/2025. Category is Allocation--50% to 70% Equity.

YTD Return

SMPAX
2.19%
Category
9.69%
 

1-Year Return

SMPAX
2.58%
Category
27.06%
 

3-Year Return

SMPAX
4.28%
Category
11.00%
 

5-Year Return

SMPAX
9.77%
Category
10.26%
 

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Holdings: SMPAX

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Sector Weightings

SectorSMPAX
Technology   25.01%
Financial Services   17.65%
Industrials   14.31%
Healthcare   10.98%
Consumer Cyclical   9.40%
Communication Services   6.42%
Real Estate   5.99%
Energy   4.06%
Basic Materials   3.44%
Consumer Defensive   2.03%
Utilities   0.72%
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Recent News: SMPAX

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Research Reports: SMPAX

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