SMBPX Mutual Fund
SMBPX Mutual Fund
SMBPX Mutual Fund
Saratoga Advantage Trust Municipal Bond Portfolio Class I
SMBPX Mutual Fund Overview
SMBPX Mutual Fund (Saratoga Advantage Trust Municipal Bond Portfolio Class I) is managed by Saratoga Capital Management, LLC with $72,822.03 in net assets. SMBPX expense ratio is 4.49%, holding 2 positions across various sectors. Inception date: 1994-09-01.
SMBPX performance shows data across multiple time periods. The 1-year return is 3.78% and the 5-year return is 0.16%. SMBPX dividend yield stands at 2.69%, paid monthly.
SMBPX top holdings include Vanguard Intermediate-term Tax-exempt Fund (100.3%), Sold IDR Bought USD 20251015 (6.7%). Go to all SMBPX holdings, SMBPX sectors, or SMBPX dividends.
SMBPX can be compared against other funds. Use SMBPX overlap to find shared positions, or SMBPX vs another fund for a side-by-side view. SMBPX alternatives are available via the screener, along with tax-loss harvesting opportunities.