SBMCX Mutual Fund
SBMCX Mutual Fund
SBMCX Mutual Fund
Saratoga Moderate Balanced Allocation Portfolio Class C
SBMCX Mutual Fund Overview
SBMCX Mutual Fund (Saratoga Moderate Balanced Allocation Portfolio Class C) is managed by Saratoga Capital Management, LLC with $832,441.28 in net assets. SBMCX expense ratio is 3.08%, holding 11 positions across sectors including Financials. Inception date: 2017-12-29.
SBMCX performance shows a YTD return of 1.34%. The 1-year return is 3.10% and the 5-year return is 5.97%. SBMCX dividend yield stands at 9.14%, paid annually.
SBMCX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (20.9%), James Alpha Fds Tr Saratoga-Lg Gr-I (17.7%), James Alpha Fds Tr (14.9%), James Alpha Fds Tr Saratoga-M/C-I (14.0%), Dreyfus Institutional Preferred Government Money Market (9.3%). Go to all SBMCX holdings, SBMCX sectors, or SBMCX dividends.
SBMCX can be compared against other funds. Use SBMCX overlap to find shared positions, or SBMCX vs another fund for a side-by-side view. SBMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.