SMACX Mutual Fund (Saratoga Moderately Conservative Balanced Allocation Portfolio Class A) is managed by Saratoga Capital Management, LLC with $17.35 in net assets. SMACX expense ratio is 2.20%, holding 9 positions across sectors including Unknown, Financials. Inception date: 2017-12-29.

SMACX performance shows a YTD return of 2.72%. The 1-year return is 12.61% and the 5-year return is 6.25%. SMACX dividend yield stands at 10.44%, paid annually.

SMACX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (26.4%), James Alpha Fds Tr Saratoga-Lg Gr-I (14.6%), James Alpha Fds Tr (14.5%), James Alpha Fds Tr Saratoga-M/C-I (13.3%), Dreyfus Institutional Preferred Government Money Market (10.1%). View all SMACX holdings, sector breakdown, or dividend history.

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