SABIX Mutual Fund
SABIX Mutual Fund
SABIX Mutual Fund
Saratoga Aggressive Balanced Allocation Portfolio Class I
SABIX Mutual Fund Overview
SABIX Mutual Fund (Saratoga Aggressive Balanced Allocation Portfolio Class I) is managed by Saratoga Capital Management, LLC with $1.4M in net assets. SABIX expense ratio is 2.28%, holding 11 positions across sectors including Financials. Inception date: 2017-12-29.
SABIX performance shows a YTD return of 5.51%. The 1-year return is 9.51% and the 5-year return is 6.46%. SABIX dividend yield stands at 9.28%, paid annually.
SABIX top holdings include James Alpha Fds Tr Saratoga-Lg Gr-I (15.6%), 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 (13.0%), James Alpha Fds Tr Saratoga Small Cap Port-I (10.4%). Go to all SABIX holdings, SABIX sectors, or SABIX dividends.
SABIX can be compared against other funds. Use SABIX overlap to find shared positions, or SABIX vs another fund for a side-by-side view. SABIX alternatives are available via the screener, along with tax-loss harvesting opportunities.