SAMCX Mutual Fund (Saratoga Moderately Aggressive Balanced Allocation Portfolio Class C) is managed by Saratoga Capital Management, LLC with $228,699.13 in net assets. SAMCX expense ratio is 3.16%, holding 11 positions across sectors including Unknown, Financials. Inception date: 2017-12-29.

SAMCX performance shows a YTD return of 6.48%. The 1-year return is 12.87% and the 5-year return is 7.01%. SAMCX dividend yield stands at 8.69%, paid annually.

SAMCX 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%). View all SAMCX holdings, sector breakdown, or dividend history.

SAMCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SAMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.