SMPAX Mutual Fund

SMPAX Mutual Fund (Saratoga Moderate Balanced Allocation Portfolio Class A) is managed by Saratoga Capital Management, LLC with $41,195.71 in net assets. SMPAX expense ratio is 2.33%, holding 11 positions across sectors including Financials. Inception date: 2017-12-29.

SMPAX performance shows a YTD return of 2.72%. The 1-year return is 7.58% and the 5-year return is 5.73%. SMPAX dividend yield stands at 9.67%, paid annually.

SMPAX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (21.1%), James Alpha Fds Tr Saratoga-Lg Gr-I (17.5%), James Alpha Fds Tr (14.9%), James Alpha Fds Tr Saratoga-M/C-I (14.4%), Dreyfus Institutional Preferred Government Money Market (9.5%). Go to all SMPAX holdings, SMPAX sectors, or SMPAX dividends.

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