SABCX Mutual Fund

SABCX Mutual Fund (Saratoga Aggressive Balanced Allocation Portfolio Class C) is managed by Saratoga Capital Management, LLC with $236,249.73 in net assets. SABCX expense ratio is 3.28%, holding 11 positions across sectors including Financials. Inception date: 2017-12-29.

SABCX performance shows a YTD return of 3.66%. The 1-year return is 8.98% and the 5-year return is 5.50%. SABCX dividend yield stands at 8.52%, paid annually.

SABCX top holdings include James Alpha Fds Tr Saratoga-Lg Gr-I (16.0%), Vanguard Bond Index Funds Vang-In B I-Adm (15.0%), James Alpha Fds Tr (13.7%), James Alpha Fds Tr Saratoga-M/C-I (13.3%), James Alpha Fds Tr Saratoga Small Cap Port-I (10.4%). Go to all SABCX holdings, SABCX sectors, or SABCX dividends.

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