Aggressive Balanced Allocation PortfolioSABCX

MUTUAL FUNDSaratoga
Type
Mutual fund
Peer group
Allocation
Net assets
$1.8M
Expense ratio
3.28%
1-year return
+13.3%
3 years, a year
+11.8%
5 years, a year
+7.1%
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 Funds15.97%
Saratoga Advantage Trust14.87%
Saratoga Advantage Trust14.84%
Saratoga Advantage Trust13.14%
Saratoga Advantage Trust9.73%
Vanguard Star Fund8.64%
Dreyfus Instl Resv7.13%
Saratoga Advantage Trust6.24%
Eaton Vance Mutual Funds Trust4.01%
Saratoga Advantage Trust3.77%

More on SABCX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.