Moderately Aggressive Balanced Fund Quote

SAMIX Fund  USD 12.09  0.05  0.42%   

Performance

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Odds Of Distress

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Low
Moderately Aggressive is trading at 12.09 as of the 2nd of January 2026; that is 0.42 percent increase since the beginning of the trading day. The fund's open price was 12.04. Moderately Aggressive has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of December 2025 and ending today, the 2nd 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 . Moderately Aggressive is traded on NASDAQ Exchange in the United States. More on Moderately Aggressive Balanced

Moving together with Moderately Mutual Fund

  1.0SABAX Salient Alternative BetaPairCorr
  0.83SABIX Aggressive BalancedPairCorr
  1.0SABCX Salient Alternative BetaPairCorr
  1.0SAMAX Moderately AggressivePairCorr
  1.0SAMCX Salient Mlp FundPairCorr

Moving against Moderately Mutual Fund

  0.73SFPIX Financial ServicesPairCorr

Moderately Mutual Fund Highlights

Fund ConcentrationSaratoga Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Saratoga, Large Blend, Allocation--50% to 70% Equity (View all Sectors)
Update Date31st of December 2025
Moderately Aggressive Balanced [SAMIX] is traded in USA and was established 2nd 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. This fund at this time has accumulated 602.55 K in assets with minimum initial investment of 2.5 K. Moderately Aggressive is currently producing year-to-date (YTD) return of 7.63% with the current yeild of 0.02%, while the total return for the last 3 years was 9.79%.
Check Moderately Aggressive Probability Of Bankruptcy

Instrument Allocation

Top Moderately Aggressive Balanced Mutual Fund Constituents

SCHASchwab Small Cap ETFEtfSmall Blend
AGGiShares Core AggregateEtfIntermediate Core Bond
SLCVXLarge Cap ValueMutual FundMid-Cap Blend
VVIAXVanguard Value IndexMutual FundLarge Value
VUSFXVanguard Ultra Short Term BondMutual FundUltrashort Bond
VTIAXVanguard Total InternationalMutual FundForeign Large Blend
VSMAXVanguard Small Cap IndexMutual FundSmall Blend
VFAIXVanguard Financials IndexMutual FundFinancial
More Details

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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