LUNAX Mutual Fund

LUNAX Mutual Fund (Saratoga Conservative Balanced Allocation Portfolio Class I) is managed by Saratoga Capital Management, LLC with $2.5M in net assets. LUNAX expense ratio is 1.72%, holding 9 positions across sectors including Financials. Inception date: 2017-12-29.

LUNAX performance shows a YTD return of 2.40%. The 1-year return is 5.48% and the 5-year return is 4.77%. LUNAX dividend yield stands at 9.12%, paid annually.

LUNAX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (32.0%), Dreyfus Institutional Preferred Government Money Market (14.8%), James Alpha Fds Tr Saratoga-Lg Gr-I (14.1%), James Alpha Fds Tr (12.2%), James Alpha Fds Tr Saratoga-M/C-I (11.6%). Go to all LUNAX holdings, LUNAX sectors, or LUNAX dividends.

LUNAX can be compared against other funds. Use LUNAX overlap to find shared positions, or LUNAX vs another fund for a side-by-side view. LUNAX alternatives are available via the screener, along with tax-loss harvesting opportunities.