Moderately Aggressive Balanced Fund Quote

SAMIX Fund  USD 12.23  0.02  0.16%   

Performance

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Odds Of Distress

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Moderately Aggressive is trading at 12.23 as of the 9th of January 2026; that is 0.16 percent decrease since the beginning of the trading day. The fund's open price was 12.25. 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 16th of October 2024 and ending today, the 9th 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

  0.87BALCX American BalancedPairCorr
  0.87RLBCX American BalancedPairCorr

Moving against Moderately Mutual Fund

  0.62FBONX American Funds AmericanPairCorr
  0.62FBAFX American Funds AmericanPairCorr

Moderately Mutual Fund Highlights

Fund ConcentrationAllocation--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 9th of January 2026. 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 1.99% with the current yeild of 0.02%, while the total return for the last 3 years was 12.93%.
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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