SMACX Mutual Fund
NAV$11.34
AUM$17.35
TER2.20%
Holdings9
SMACX Mutual Fund
NAV$11.34
Saratoga Moderately Conservative Balanced Allocation Portfolio Class A
AUM$17.35
TER2.20%
Holdings9
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Showing 10 of 9 holdings(as of Feb 28, 2026)Top 10 Weight: 100.38%
SMACX Mutual Fund Top Holdings
SMACX holdings top 10 positions. The top 10 holdings account for 100.4% of the fund, led by Vanguard Bond Index Funds Vang-In B I-Adm at 26.4%, James Alpha Fds Tr Saratoga-Lg Gr-I at 14.6%, James Alpha Fds Tr at 14.5%.
SMACX portfolio concentration is relatively high, with the top 10 representing 100.4% of total assets. The largest sector exposure is Unknown at 90.3%.
SMACX sector allocation provides a detailed breakdown. SMACX overlap tool shows how holdings compare to other funds in your portfolio.