SABIX Mutual Fund (Saratoga Aggressive Balanced Allocation Portfolio Class I) is managed by Saratoga Capital Management, LLC with $1.4M in net assets. SABIX expense ratio is 2.28%, holding 11 positions across sectors including Unknown, Financials. Inception date: 2017-12-29.

SABIX performance shows a YTD return of 3.95%. The 1-year return is 15.48% and the 5-year return is 7.33%. SABIX dividend yield stands at 9.07%, paid annually.

SABIX 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 SABIX holdings, sector breakdown, or dividend history.

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