Aggressive Balanced Allocation PortfolioSABAX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.8M
Expense ratio
2.53%
1-year return
+14.1%
3 years, a year
+12.7%
5 years, a year
+7.9%
Holdings
11
What it aims to do.
The Aggressive Balanced Allocation Portfolio seeks total return consisting of capital appreciation and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Vanguard Bond Index Funds | 15.97% |
| Saratoga Advantage Trust | 14.87% |
| Saratoga Advantage Trust | 14.84% |
| Saratoga Advantage Trust | 13.14% |
| Saratoga Advantage Trust | 9.73% |
| Vanguard Star Fund | 8.64% |
| Dreyfus Instl Resv | 7.13% |
| Saratoga Advantage Trust | 6.24% |
| Eaton Vance Mutual Funds Trust | 4.01% |
| Saratoga Advantage Trust | 3.77% |
More on SABAX.
- SABAX overview
- SABAX holdings
- SABAX risk
- SABAX costs
- SABAX money in and out
- SABAX share classes
- Compare SABAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.