Conservative Balanced Allocation Fund Quote
| SCAAX Fund | USD 11.45 0.03 0.26% |
PerformanceFair
| Odds Of DistressLow
|
Conservative Balanced is trading at 11.45 as of the 10th of February 2026; that is 0.26% up since the beginning of the trading day. The fund's open price was 11.42. Conservative Balanced has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of November 2025 and ending today, the 10th of February 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 Conservative Balanced Allocation
Moving together with Conservative Mutual Fund
| 0.78 | SABAX | Salient Alternative Beta | PairCorr |
| 0.97 | SABIX | Aggressive Balanced | PairCorr |
| 0.79 | SABCX | Salient Alternative Beta | PairCorr |
| 0.77 | SAMAX | Moderately Aggressive | PairCorr |
| 0.79 | SAMCX | Salient Mlp Fund | PairCorr |
| 0.78 | SAMIX | Moderately Aggressive | PairCorr |
Moving against Conservative Mutual Fund
Conservative Mutual Fund Highlights
| Update Date | 31st of December 2025 |
Conservative Balanced Allocation [SCAAX] is traded in USA and was established 10th of February 2026. Conservative Balanced is listed under Saratoga category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Saratoga family. The entity is thematically classified as Conservative Funds. This fund at this time has accumulated 2.2 M in assets with no minimum investment requirementsConservative Balanced is currently producing year-to-date (YTD) return of 1.33% with the current yeild of 0.03%, while the total return for the last 3 years was 8.92%.
Check Conservative Balanced 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 Conservative 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 Conservative 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 Conservative Balanced Allocation 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.
Conservative Balanced Risk Profiles
| Mean Deviation | 0.4005 | |||
| Standard Deviation | 0.9066 | |||
| Variance | 0.822 | |||
| Downside Variance | 0.1631 |
Conservative Balanced Against Markets
Conservative Mutual Fund Analysis Notes
The fund maintains about 31.92% of assets in cash. Conservative Balanced last dividend was 0.02 per share. Large To find out more about Conservative Balanced Allocation contact the company at 800-807-3863.Conservative Balanced Investment Alerts
| The fund maintains about 31.92% of its assets in cash |
Conservative Balanced Thematic Classifications
In addition to having Conservative Balanced 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.
 | Conservative FundsFunds with low risk and low expected return |
Top Conservative Balanced Allocation Mutual Fund Constituents
| AGG | iShares Core Aggregate | Etf | |
| EIGMX | Eaton Vance Global | Mutual Fund | |
| SCHA | Schwab Small Cap ETF | Etf | |
| SCHF | Schwab International Equity | Etf | |
| SCHV | Schwab Large Cap Value | Etf | |
| SLCGX | Large Capitalization Growth | Mutual Fund | |
| SLCVX | Large Cap Value | Mutual Fund | |
| SMIPX | Mid Capitalization Portfolio | Mutual Fund | |
| VBTLX | Vanguard Total Bond | Mutual Fund | |
| VSMAX | Vanguard Small Cap Index | Mutual Fund | |
| VTIAX | Vanguard Total International | Mutual Fund | |
| VUSFX | Vanguard Ultra Short Term Bond | Mutual Fund | |
| VVIAX | Vanguard Value Index | Mutual Fund | |
| IGHG | ProShares Investment GradeInterest | Etf |
Conservative Balanced Outstanding Bonds
Conservative Balanced 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. Conservative Balanced 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 Conservative bonds can be classified according to their maturity, which is the date when Conservative Balanced Allocation 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.
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| Valero Energy Partners Corp BondUS91914JAA07 | View |
Conservative Balanced Predictive Daily Indicators
Conservative Balanced 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 Conservative Balanced 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 | 11.45 | |||
| Day Typical Price | 11.45 | |||
| Price Action Indicator | 0.015 | |||
| Period Momentum Indicator | 0.03 |
Conservative Balanced Forecast Models
Conservative Balanced's time-series forecasting models are one of many Conservative Balanced'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 Conservative Balanced'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 Conservative Mutual Fund
Conservative Balanced financial ratios help investors to determine whether Conservative 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 Conservative with respect to the benefits of owning Conservative Balanced security.
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