Moderately Aggressive Balanced Fund Quote

SAMAX Fund  USD 11.56  0.13  1.11%   

Performance

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Odds Of Distress

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Moderately Aggressive is trading at 11.56 as of the 30th of March 2025; that is 1.11% down since the beginning of the trading day. The fund's open price was 11.69. Moderately Aggressive has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of February 2025 and ending today, the 30th of March 2025. 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 . Moderately Aggressive is traded on NASDAQ Exchange in the United States. More on Moderately Aggressive Balanced

Moving together with Moderately Mutual Fund

  0.9SABAX Salient Alternative BetaPairCorr
  1.0SABIX Aggressive BalancedPairCorr
  0.9SABCX Salient Alternative BetaPairCorr
  0.9SAMCX Salient Mlp FundPairCorr
  0.91SAMIX Moderately AggressivePairCorr

Moving against Moderately Mutual Fund

  0.47SIBPX Investment Quality BondPairCorr
  0.44SIECX International EquityPairCorr
  0.43SIEYX International EquityPairCorr

Moderately Mutual Fund Highlights

Thematic IdeaModerate Funds (View all Themes)
Fund ConcentrationSaratoga 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 Date31st of March 2025
Moderately Aggressive Balanced [SAMAX] is traded in USA and was established 30th of March 2025. 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 0.17% with the current yeild of 0.02%, while the total return for the last 3 years was 4.09%.
Check Moderately Aggressive Probability Of Bankruptcy

Instrument Allocation

Stocks59.65%Other21.75%Cash15.84%Bonds100%

Top Moderately Aggressive Balanced Mutual Fund Constituents

SCHFSchwab International EquityEtfForeign Large Blend
SCHASchwab Small Cap ETFEtfSmall Blend
AGGiShares Core AggregateEtfIntermediate Core Bond
SLCGXLarge Capitalization GrowthMutual FundLarge Growth
VVIAXVanguard Value IndexMutual FundLarge Value
VUSFXVanguard Ultra Short Term BondMutual FundUltrashort Bond
VTIAXVanguard Total InternationalMutual FundForeign Large Blend
VSMAXVanguard Small Cap IndexMutual FundSmall Blend
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Moderately Aggressive Risk Profiles

Moderately Aggressive Against Markets

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.
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