SMBCX Mutual Fund

SMBCX Mutual Fund (Saratoga Advantage Trust Municipal Bond Portfolio Class C) is managed by Saratoga Capital Management, LLC with $20,437.78 in net assets. SMBCX expense ratio is 5.47%, holding 2 positions across various sectors. Inception date: 1999-01-04.

SMBCX performance shows data across multiple time periods. The 1-year return is 3.19% and the 5-year return is -0.76%. SMBCX dividend yield stands at 1.77%, paid monthly.

SMBCX top holdings include Vanguard Intermediate-term Tax-exempt Fund (100.3%), Bny Cash Reserve (6.7%). View all SMBCX holdings, sector breakdown, or dividend history.

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