SABCX Mutual Fund
SABCX Mutual Fund
SABCX Mutual Fund
Saratoga Aggressive Balanced Allocation Portfolio Class C
SABCX Mutual Fund Overview
SABCX Mutual Fund (Saratoga Aggressive Balanced Allocation Portfolio Class C) is managed by Saratoga Capital Management, LLC with $232,791.45 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 6.00%. SABCX dividend yield stands at 8.52%, paid annually.
SABCX 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 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.