SAMAX Mutual Fund

SAMAX Mutual Fund (Saratoga Moderately Aggressive Balanced Allocation Portfolio Class A) is managed by Saratoga Capital Management, LLC with $109,181.93 in net assets. SAMAX expense ratio is 2.41%, holding 11 positions across sectors including Financials. Inception date: 2017-12-29.

SAMAX performance shows a YTD return of 2.58%. The 1-year return is 4.65% and the 5-year return is 6.96%. SAMAX dividend yield stands at 9.78%, paid annually.

SAMAX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (18.5%), James Alpha Fds Tr Saratoga-Lg Gr-I (16.7%), James Alpha Fds Tr (14.2%), James Alpha Fds Tr Saratoga-M/C-I (13.3%), Dreyfus Institutional Preferred Government Money Market (8.9%). Go to all SAMAX holdings, SAMAX sectors, or SAMAX dividends.

SAMAX can be compared against other funds. Use SAMAX overlap to find shared positions, or SAMAX vs another fund for a side-by-side view. SAMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.