SABAX Mutual Fund (Saratoga Aggressive Balanced Allocation Portfolio Class A) is managed by Saratoga Capital Management, LLC with $176,140.44 in net assets. SABAX expense ratio is 2.53%, holding 11 positions across sectors including Unknown, Financials. Inception date: 2017-12-29.

SABAX performance shows a YTD return of 3.72%. The 1-year return is 15.23% and the 5-year return is 7.78%. SABAX dividend yield stands at 8.90%, paid annually.

SABAX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (16.0%), James Alpha Fds Tr Saratoga-Lg Gr-I (14.9%), James Alpha Fds Tr (14.8%), James Alpha Fds Tr Saratoga-M/C-I (13.1%), James Alpha Fds Tr Saratoga Small Cap Port-I (9.7%). View all SABAX holdings, sector breakdown, or dividend history.

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