SMBCX Mutual Fund
SMBCX Mutual Fund
SMBCX Mutual Fund
Saratoga Advantage Trust Municipal Bond Portfolio Class C
SMBCX Mutual Fund Overview
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%), Pastrn 4.000 12/01/42 (6.7%). Go to all SMBCX holdings, SMBCX sectors, or SMBCX dividends.
SMBCX can be compared against other funds. Use SMBCX overlap to find shared positions, or SMBCX vs another fund for a side-by-side view. SMBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.