SMPAX Mutual Fund (Saratoga Moderate Balanced Allocation Portfolio Class A) is managed by Saratoga Capital Management, LLC with $40,155.89 in net assets. SMPAX expense ratio is 2.33%, holding 11 positions across sectors including Unknown, Financials. Inception date: 2017-12-29.

SMPAX performance shows a YTD return of 2.48%. The 1-year return is 12.45% and the 5-year return is 6.46%. SMPAX dividend yield stands at 9.37%, paid annually.

SMPAX 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 SMPAX holdings, sector breakdown, or dividend history.

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