SMACX Mutual Fund
SMACX Mutual Fund
SMACX Mutual Fund
Saratoga Moderately Conservative Balanced Allocation Portfolio Class A
SMACX Mutual Fund Overview
SMACX Mutual Fund (Saratoga Moderately Conservative Balanced Allocation Portfolio Class A) is managed by Saratoga Capital Management, LLC with $17.25 in net assets. SMACX expense ratio is 2.20%, holding 9 positions across sectors including Financials. Inception date: 2017-12-29.
SMACX performance shows a YTD return of 3.71%. The 1-year return is 7.06% and the 5-year return is 5.44%. SMACX dividend yield stands at 10.70%, paid annually.
SMACX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (25.0%), James Alpha Fds Tr Saratoga-Lg Gr-I (15.4%), James Alpha Fds Tr (13.5%), James Alpha Fds Tr Saratoga-M/C-I (13.3%), Dreyfus Institutional Preferred Government Money Market (10.6%). Go to all SMACX holdings, SMACX sectors, or SMACX dividends.
SMACX can be compared against other funds. Use SMACX overlap to find shared positions, or SMACX vs another fund for a side-by-side view. SMACX alternatives are available via the screener, along with tax-loss harvesting opportunities.