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Saratoga Aggressive Balanced Allocation Portfolio Class A (SABAX)

10.26
Net Asset Value
+0.39%
1 Day
+2.60%
Year-to-Date
Overall Morningstar Rating
Allocation--70% to 85% equity
Style or Category
5.75
Sales Expenses
2.27%
Expense Ratio
--
Morningstar Risk Rating™
Investment Objective The investment seeks total return consisting of capital appreciation and income. 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.

Performance

1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception0.00%
Data through --

Peer Comparisonvs. Allocation--70% to 85% equity

 SABAXCategory
Performance 5-yr return--+9.22%
Expense ratio2.27%1.26%
Risk 5 year sharpe ratio--1.10
Net assets--$2.4B
Average market cap--$44.5B
Average P/E--20.8
Portfolio turnover----

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Fund Management and Purchase Info

Fund familySaratoga
Fund manager & tenureBruce Ventimiglia / 0 Years
Minimal initial investment$2,500.00
Minimum IRA investment--

Holdings

U.S. stock0.00%
International stock0.00%
Fixed income0.00%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.