SMICX Mutual Fund
SMICX Mutual Fund
SMICX Mutual Fund
Saratoga Moderately Conservative Balanced Allocation Portfolio Class I
SMICX Mutual Fund Overview
SMICX Mutual Fund (Saratoga Moderately Conservative Balanced Allocation Portfolio Class I) is managed by Saratoga Capital Management, LLC with $675,259.5 in net assets. SMICX expense ratio is 1.95%, holding 9 positions across sectors including Financials. Inception date: 2017-12-29.
SMICX performance shows a YTD return of 2.81%. The 1-year return is 7.66% and the 5-year return is 6.11%. SMICX dividend yield stands at 10.79%, paid annually.
SMICX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (24.7%), James Alpha Fds Tr Saratoga-Lg Gr-I (15.4%), James Alpha Fds Tr Saratoga-M/C-I (14.2%), James Alpha Fds Tr (13.8%), Dreyfus Institutional Preferred Government Money Market (9.7%). Go to all SMICX holdings, SMICX sectors, or SMICX dividends.
SMICX can be compared against other funds. Use SMICX overlap to find shared positions, or SMICX vs another fund for a side-by-side view. SMICX alternatives are available via the screener, along with tax-loss harvesting opportunities.