Moderately Aggressive Balanced Fund Quote
| SAMAX Fund | USD 12.26 0.02 0.16% |
PerformanceGood
| Odds Of DistressLow
|
Moderately Aggressive is trading at 12.26 as of the 29th of January 2026; that is 0.16% up since the beginning of the trading day. The fund's open price was 12.24. Moderately Aggressive has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 31st of October 2025 and ending today, the 29th of January 2026. Click here to learn more.
The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.. More on Moderately Aggressive Balanced
Moving together with Moderately Mutual Fund
| 0.97 | SABIX | Aggressive Balanced | PairCorr |
| 0.97 | SABCX | Salient Alternative Beta | PairCorr |
| 0.97 | SAMCX | Salient Mlp Fund | PairCorr |
| 0.94 | SSCPX | Small Capitalization | PairCorr |
| 0.97 | SSCYX | Small Capitalization | PairCorr |
Moving against Moderately Mutual Fund
Moderately Mutual Fund Highlights
| Thematic Idea | Moderate Funds (View all Themes) |
| Fund Concentration | Saratoga Funds, Large Funds, Allocation--50% to 70% Equity Funds, Moderate Funds, Allocation--50% to 70% Equity, Saratoga, Large, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of December 2025 |
Moderately Aggressive Balanced [SAMAX] is traded in USA and was established 29th of January 2026. Moderately Aggressive is listed under Saratoga category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Saratoga family. The entity is thematically classified as Moderate Funds. This fund at this time has accumulated 602.55 K in assets with no minimum investment requirementsModerately Aggressive is currently producing year-to-date (YTD) return of 2.01% with the current yeild of 0.02%, while the total return for the last 3 years was 11.73%.
Check Moderately Aggressive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Moderately Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Moderately Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Moderately Aggressive Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Moderately Aggressive Risk Profiles
| Mean Deviation | 0.5687 | |||
| Semi Deviation | 0.2669 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 |
Moderately Aggressive Against Markets
Moderately Mutual Fund Analysis Notes
The fund maintains about 15.84% of assets in cash. Moderately Aggressive last dividend was 0.06 per share. Large To find out more about Moderately Aggressive Balanced contact the company at 800-807-3863.Moderately Aggressive Investment Alerts
| The fund maintains about 15.84% of its assets in cash |
Moderately Aggressive Thematic Classifications
In addition to having Moderately Aggressive mutual fund in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Moderate FundsFunds with moderate expected return and risk |
Top Moderately Aggressive Balanced Mutual Fund Constituents
| SCHF | Schwab International Equity | Etf | |
| SCHA | Schwab Small Cap ETF | Etf | |
| AGG | iShares Core Aggregate | Etf | |
| SLCGX | Large Capitalization Growth | Mutual Fund | |
| VVIAX | Vanguard Value Index | Mutual Fund | |
| VUSFX | Vanguard Ultra Short Term Bond | Mutual Fund | |
| VTIAX | Vanguard Total International | Mutual Fund | |
| VSMAX | Vanguard Small Cap Index | Mutual Fund | |
| VFAIX | Vanguard Financials Index | Mutual Fund | |
| VBTLX | Vanguard Total Bond | Mutual Fund | |
| STPIX | Technology Munications Portfolio | Mutual Fund | |
| SMIPX | Mid Capitalization Portfolio | Mutual Fund | |
| SLCVX | Large Cap Value | Mutual Fund | |
| SEPIX | Energy Basic Materials | Mutual Fund | |
| SBHIX | Health Biotchnology Portfolio | Mutual Fund | |
| EIGMX | Eaton Vance Global | Mutual Fund | |
| IGHG | ProShares Investment GradeInterest | Etf | |
| VFH | Vanguard Financials Index | Etf | |
| SCHV | Schwab Large Cap Value | Etf |
Moderately Aggressive Outstanding Bonds
Moderately Aggressive issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Moderately Aggressive uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Moderately bonds can be classified according to their maturity, which is the date when Moderately Aggressive Balanced has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Moderately Aggressive Predictive Daily Indicators
Moderately Aggressive intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Moderately Aggressive mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 12.26 | |||
| Day Typical Price | 12.26 | |||
| Price Action Indicator | 0.01 | |||
| Period Momentum Indicator | 0.02 | |||
| Relative Strength Index | 64.95 |
Moderately Aggressive Forecast Models
Moderately Aggressive's time-series forecasting models are one of many Moderately Aggressive's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Moderately Aggressive's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Moderately Mutual Fund
Moderately Aggressive financial ratios help investors to determine whether Moderately Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Moderately with respect to the benefits of owning Moderately Aggressive security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios |