Moderately Aggressive Balanced Allocation PortfolioSAMCX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.3M
Expense ratio
3.17%
1-year return
+12.5%
3 years, a year
+10.9%
5 years, a year
+6.5%
Holdings
11
What it aims to do.
The Moderately Aggressive Balanced Allocation Portfolio seeks total return consisting of capital appreciation and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Vanguard Bond Index Funds | 19.97% |
| Saratoga Advantage Trust | 15.45% |
| Saratoga Advantage Trust | 15.37% |
| Saratoga Advantage Trust | 13.53% |
| Dreyfus Instl Resv | 8.63% |
| Saratoga Advantage Trust | 7.42% |
| Vanguard Star Fund | 5.62% |
| Eaton Vance Mutual Funds Trust | 5.04% |
| Saratoga Advantage Trust | 4.42% |
| Saratoga Advantage Trust | 2.54% |
More on SAMCX.
- SAMCX overview
- SAMCX holdings
- SAMCX risk
- SAMCX costs
- SAMCX money in and out
- SAMCX share classes
- Compare SAMCX 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.