SBCCX Mutual Fund (Saratoga Moderately Conservative Balanced Allocation Portfolio Class C) is managed by Saratoga Capital Management, LLC with $280,700.59 in net assets. SBCCX expense ratio is 2.95%, holding 9 positions across sectors including Unknown, Financials. Inception date: 2017-12-29.

SBCCX performance shows a YTD return of 5.70%. The 1-year return is 11.37% and the 5-year return is 5.76%. SBCCX dividend yield stands at 9.85%, 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%). View all SBCCX holdings, sector breakdown, or dividend history.

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