SAMAX Mutual Fund
SAMAX Mutual Fund
SAMAX Mutual Fund
Saratoga Moderately Aggressive Balanced Allocation Portfolio Class A
SAMAX Mutual Fund Overview
SAMAX Mutual Fund (Saratoga Moderately Aggressive Balanced Allocation Portfolio Class A) is managed by Saratoga Capital Management, LLC with $112,196.71 in net assets. SAMAX expense ratio is 2.41%, holding 11 positions across sectors including Financials. Inception date: 2017-12-29.
SAMAX performance shows a YTD return of 3.33%. The 1-year return is 8.60% and the 5-year return is 7.06%. SAMAX dividend yield stands at 9.71%, paid annually.
SAMAX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (19.0%), James Alpha Fds Tr Saratoga-Lg Gr-I (16.7%), James Alpha Fds Tr (14.4%), James Alpha Fds Tr Saratoga-M/C-I (13.8%), Dreyfus Institutional Preferred Government Money Market (8.6%). Go to all SAMAX holdings, SAMAX sectors, or SAMAX dividends.
SAMAX can be compared against other funds. Use SAMAX overlap to find shared positions, or SAMAX vs another fund for a side-by-side view. SAMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.