NasdaqGM - Delayed Quote USD
Saratoga Moderate Balanced Allc A (SMPAX)
11.83
-0.02
(-0.17%)
At close: 8:02:13 PM EDT
Investment Information
- Min Initial Investment
- 2,500
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Mid Atlantic Capital Corp
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- TD Ameritrade Institutional NTF
- Securities America Inc.
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Saratoga |
| Net Assets | 2.24M |
| YTD Return | -2.19% |
| Yield | 1.68% |
| Morningstar Rating | |
| Inception Date | Dec 29, 2017 |
Performance & Risk
| YTD Return | -0.08% |
| 5y Average Return | 8.95% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
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