Moderate Balanced Allocation PortfolioSBMCX
Type
Mutual fund
Peer group
Allocation
Net assets
$2.6M
Expense ratio
3.10%
1-year return
+11.8%
3 years, a year
+10.6%
5 years, a year
+6.3%
Holdings
11
What it aims to do.
The Moderate Balanced Allocation Portfolio seeks total return consisting of capital appreciation and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Vanguard Bond Index Funds | 21.91% |
| Saratoga Advantage Trust | 15.90% |
| Saratoga Advantage Trust | 15.80% |
| Saratoga Advantage Trust | 13.89% |
| Dreyfus Instl Resv | 10.53% |
| Eaton Vance Mutual Funds Trust | 5.97% |
| Saratoga Advantage Trust | 4.70% |
| Saratoga Advantage Trust | 3.45% |
| Vanguard Star Fund | 3.33% |
| Vanguard Bond Index Funds | 2.62% |
More on SBMCX.
- SBMCX overview
- SBMCX holdings
- SBMCX risk
- SBMCX costs
- SBMCX money in and out
- SBMCX share classes
- Compare SBMCX 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.