SCAAX Mutual Fund

SCAAX Mutual Fund (Saratoga Conservative Balanced Allocation Portfolio Class A) is managed by Saratoga Capital Management, LLC with $17,605.09 in net assets. SCAAX expense ratio is 1.97%, holding 9 positions across sectors including Financials. Inception date: 2017-12-29.

SCAAX performance shows a YTD return of 1.50%. The 1-year return is 5.69% and the 5-year return is 4.61%. SCAAX dividend yield stands at 8.62%, paid annually.

SCAAX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (32.1%), Dreyfus Institutional Preferred Government Money Market (14.5%), James Alpha Fds Tr Saratoga-Lg Gr-I (14.5%), James Alpha Fds Tr (12.2%), James Alpha Fds Tr Saratoga-M/C-I (11.8%). Go to all SCAAX holdings, SCAAX sectors, or SCAAX dividends.

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