SAMCX Mutual Fund
SAMCX Mutual Fund
SAMCX Mutual Fund
Saratoga Moderately Aggressive Balanced Allocation Portfolio Class C
SAMCX Mutual Fund Overview
SAMCX Mutual Fund (Saratoga Moderately Aggressive Balanced Allocation Portfolio Class C) is managed by Saratoga Capital Management, LLC with $233,252.16 in net assets. SAMCX expense ratio is 3.16%, holding 11 positions across sectors including Financials. Inception date: 2017-12-29.
SAMCX performance shows a YTD return of 2.86%. The 1-year return is 7.72% and the 5-year return is 5.46%. SAMCX dividend yield stands at 8.99%, paid annually.
SAMCX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (18.6%), James Alpha Fds Tr Saratoga-Lg Gr-I (16.2%), James Alpha Fds Tr (14.7%), James Alpha Fds Tr Saratoga-M/C-I (14.4%), James Alpha Fds Tr Saratoga Small Cap Port-I (8.5%). Go to all SAMCX holdings, SAMCX sectors, or SAMCX dividends.
SAMCX can be compared against other funds. Use SAMCX overlap to find shared positions, or SAMCX vs another fund for a side-by-side view. SAMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.