SABCX Mutual Fund (Saratoga Aggressive Balanced Allocation Portfolio Class C) is managed by Saratoga Capital Management, LLC with $230,280.73 in net assets. SABCX expense ratio is 3.28%, holding 11 positions across sectors including Unknown, Financials. Inception date: 2017-12-29.

SABCX performance shows a YTD return of 3.33%. The 1-year return is 14.39% and the 5-year return is 6.27%. SABCX dividend yield stands at 8.22%, paid annually.

SABCX 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 SABCX holdings, sector breakdown, or dividend history.

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