SBCCX Mutual Fund
SBCCX Mutual Fund
SBCCX Mutual Fund
Saratoga Moderately Conservative Balanced Allocation Portfolio Class C
SBCCX Mutual Fund Overview
SBCCX Mutual Fund (Saratoga Moderately Conservative Balanced Allocation Portfolio Class C) is managed by Saratoga Capital Management, LLC with $288,900.86 in net assets. SBCCX expense ratio is 2.95%, holding 9 positions across sectors including Financials. Inception date: 2017-12-29.
SBCCX performance shows a YTD return of 2.24%. The 1-year return is 6.59% and the 5-year return is 5.06%. SBCCX dividend yield stands at 10.19%, paid annually.
SBCCX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (25.2%), James Alpha Fds Tr Saratoga-Lg Gr-I (15.9%), James Alpha Fds Tr Saratoga-M/C-I (13.7%), James Alpha Fds Tr (13.6%), Dreyfus Institutional Preferred Government Money Market (10.1%). Go to all SBCCX holdings, SBCCX sectors, or SBCCX dividends.
SBCCX can be compared against other funds. Use SBCCX overlap to find shared positions, or SBCCX vs another fund for a side-by-side view. SBCCX alternatives are available via the screener, along with tax-loss harvesting opportunities.