SUMCX Mutual Fund

SUMCX Mutual Fund (Saratoga Conservative Balanced Allocation Portfolio Class C) is managed by Saratoga Capital Management, LLC with $737,376.26 in net assets. SUMCX expense ratio is 2.72%, holding 9 positions across sectors including Financials. Inception date: 2017-12-29.

SUMCX performance shows a YTD return of 1.08%. The 1-year return is 4.87% and the 5-year return is 3.84%. SUMCX dividend yield stands at 8.36%, paid annually.

SUMCX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (32.1%), Dreyfus Institutional Preferred Government Money Market (14.5%), James Alpha Fds Tr Saratoga-Lg Gr-I (14.5%), James Alpha Fds Tr (12.2%), James Alpha Fds Tr Saratoga-M/C-I (11.8%). Go to all SUMCX holdings, SUMCX sectors, or SUMCX dividends.

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