SABAX Mutual Fund

SABAX Mutual Fund (Saratoga Aggressive Balanced Allocation Portfolio Class A) is managed by Saratoga Capital Management, LLC with $178,214.61 in net assets. SABAX expense ratio is 2.53%, holding 11 positions across sectors including Financials. Inception date: 2017-12-29.

SABAX performance shows a YTD return of 4.05%. The 1-year return is 9.83% and the 5-year return is 6.24%. SABAX dividend yield stands at 9.22%, paid annually.

SABAX top holdings include James Alpha Fds Tr Saratoga-Lg Gr-I (15.4%), Vanguard Bond Index Funds Vang-In B I-Adm (14.7%), James Alpha Fds Tr (13.9%), James Alpha Fds Tr Saratoga-M/C-I (13.8%), James Alpha Fds Tr Saratoga Small Cap Port-I (11.0%). Go to all SABAX holdings, SABAX sectors, or SABAX dividends.

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