SUMCX Mutual Fund

NAV$11.10

AUM$657,822.89

TER2.72%

Holdings9

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SUMCX Mutual Fund

NAV$11.10

Saratoga Conservative Balanced Allocation Portfolio Class C

AUM$657,822.89

TER2.72%

Holdings9

See how much of SUMCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

SUMCX NAV Chart

Period	SUMCX return
Latest NAV	$11.10
1 month	+0.63%
3 months	-0.70%
6 months	+0.45%
Year to date	+1.71%
1 year	+4.45%
3 years	+7.85%
5 years	+3.73%

SUMCX Mutual Fund Price Chart

SUMCX NAV chart displays historical price data and trading volume. Year-to-date, SUMCX has returned 1.71%. The current price is $11.10.

SUMCX price history helps investors identify trends and make informed decisions. SUMCX returns break the record out by period. SUMCX vs another fund lets you evaluate against similar funds.