SMPAX Mutual Fund

NAV$12.80

AUM$39,877.88

TER2.33%

Holdings11

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SMPAX Mutual Fund

NAV$12.80

Saratoga Moderate Balanced Allocation Portfolio Class A

AUM$39,877.88

TER2.33%

Holdings11

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of SMPAX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SMPAX Mutual Fund Sector Allocation

SMPAX sector allocation breaks down across Financials (9.5%). Across 11 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SMPAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

SMPAX by country shows geographic exposure. SMPAX overlap reveals how sector exposure compares with other funds.