LUNAX Mutual Fund (Saratoga Conservative Balanced Allocation Portfolio Class I) is managed by Saratoga Capital Management, LLC with $2.5M in net assets. LUNAX expense ratio is 1.72%, holding 9 positions across sectors including Unknown, Financials. Inception date: 2017-12-29.

LUNAX performance shows a YTD return of 1.60%. The 1-year return is 9.70% and the 5-year return is 5.47%. LUNAX dividend yield stands at 8.95%, paid annually.

LUNAX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (33.4%), Dreyfus Institutional Preferred Government Money Market (14.0%), James Alpha Fds Tr Saratoga-Lg Gr-I (13.2%), James Alpha Fds Tr (12.9%), James Alpha Fds Tr Saratoga-M/C-I (11.4%). View all LUNAX holdings, sector breakdown, or dividend history.

LUNAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LUNAX alternatives are available via the screener, along with tax-loss harvesting opportunities.