SUMCX Mutual Fund (Saratoga Conservative Balanced Allocation Portfolio Class C) is managed by Saratoga Capital Management, LLC with $729,925.93 in net assets. SUMCX expense ratio is 2.72%, holding 9 positions across sectors including Unknown, Financials. Inception date: 2017-12-29.

SUMCX performance shows a YTD return of 0.99%. The 1-year return is 8.53% and the 5-year return is 4.41%. SUMCX dividend yield stands at 8.14%, paid annually.

SUMCX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (33.4%), Dreyfus Institutional Preferred Government Money Market (14.0%), James Alpha Fds Tr Saratoga-Lg Gr-I (13.2%), James Alpha Fds Tr (12.9%), James Alpha Fds Tr Saratoga-M/C-I (11.4%). View all SUMCX holdings, sector breakdown, or dividend history.

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