Saratoga Moderately Aggressive Balanced Allocation Portfolio Class I (SAMIX)

9.96
Net Asset Value
0.00%
1 Day
-0.40%
Year-to-Date
Overall Morningstar Rating
Allocation--70% to 85% equity
Style or Category
No Load
Sales Expenses
2.16%
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+0.50% 3 years--
3 months+0.71% 5 years--
1 year-- Since inception-2.30%
Data through --

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

 SAMIXCategory
Performance 5-yr return--+7.74%
Expense ratio2.16%1.25%
Risk 5 year sharpe ratio--0.86
Net assets$377.0K$2.3B
Average market cap$31.1B$47.8B
Average P/E18.618.5
Portfolio turnover----

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock57.89%
Cash16.28%
Fixed income14.70%
International stock11.07%
Other0.05%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SLCGX Saratoga Large Capitalization Growth Portfolio Fund Class Institutional17.36%
SCHV Schwab U.S. Large-Cap Value ETF™14.50%
MCRO IQ Hedge Macro Tracker ETF13.58%
SMIPX Saratoga Mid Capitalization Portfolio Fund Class Institutional10.25%
AGG iShares Core U.S. Aggregate Bond ETF7.59%
SCHA Schwab US Small-Cap ETF6.42%
SCHF Schwab International Equity ETF™5.36%
SBHIX Saratoga Health & Biotechnology Portfolio Fund Class Institutional2.53%
VFH Vanguard Financials Index Fund ETF Shares2.43%
STPIX Saratoga Technology & Communications Portfolio Class Institutional2.03%