SMBAX Mutual Fund

SMBAX Mutual Fund (Saratoga Advantage Trust Municipal Bond Portfolio Class A) is managed by Saratoga Capital Management, LLC with $18,653.11 in net assets. SMBAX expense ratio is 4.90%, holding 2 positions across various sectors. Inception date: 2006-02-14.

SMBAX performance shows data across multiple time periods. The 1-year return is 3.60% and the 5-year return is -0.21%. SMBAX dividend yield stands at 2.37%, paid monthly.

SMBAX top holdings include Vanguard Intermediate-term Tax-exempt Fund (100.3%), Fannie Mae Pool Ma4919 5.50% 2/1/2053 (6.7%). Go to all SMBAX holdings, SMBAX sectors, or SMBAX dividends.

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