SBMCX Mutual Fund (Saratoga Moderate Balanced Allocation Portfolio Class C) is managed by Saratoga Capital Management, LLC with $835,104.46 in net assets. SBMCX expense ratio is 3.08%, holding 11 positions across sectors including Unknown, Financials. Inception date: 2017-12-29.

SBMCX performance shows a YTD return of 2.01%. The 1-year return is 11.55% and the 5-year return is 6.80%. SBMCX dividend yield stands at 8.77%, paid annually.

SBMCX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (21.9%), James Alpha Fds Tr Saratoga-Lg Gr-I (15.9%), James Alpha Fds Tr (15.8%), James Alpha Fds Tr Saratoga-M/C-I (13.9%), Dreyfus Institutional Preferred Government Money Market (10.5%). View all SBMCX holdings, sector breakdown, or dividend history.

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