SBMIX Mutual Fund

SBMIX Mutual Fund (Saratoga Moderate Balanced Allocation Portfolio Class I) is managed by Saratoga Capital Management, LLC with $1.7M in net assets. SBMIX expense ratio is 2.08%, holding 11 positions across sectors including Financials. Inception date: 2017-12-29.

SBMIX performance shows a YTD return of 3.94%. The 1-year return is 7.51% and the 5-year return is 7.30%. SBMIX dividend yield stands at 9.70%, paid annually.

SBMIX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (21.1%), James Alpha Fds Tr Saratoga-Lg Gr-I (17.1%), James Alpha Fds Tr (15.0%), James Alpha Fds Tr Saratoga-M/C-I (14.2%), Dreyfus Institutional Preferred Government Money Market (9.5%). Go to all SBMIX holdings, SBMIX sectors, or SBMIX dividends.

SBMIX can be compared against other funds. Use SBMIX overlap to find shared positions, or SBMIX vs another fund for a side-by-side view. SBMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.