About SABIX
Saratoga Aggressive Balanced Allocation Portfolio Class I is a mutual fund designed to seek a total return through a blend of capital appreciation and income. The fund employs an asset allocation strategy that targets significant exposure to equities, typically allocating approximately 44% to 64% of its assets to core equity investments, along with selective allocations to sector equities, fixed income, money market instruments, and alternative investments. This diversified approach allows the fund to participate in growth opportunities while managing risk through fixed income and alternative assets. The fund’s holdings include a mix of Saratoga-branded U.S. large, mid, and small capitalization portfolios, global sector funds, and select index funds such as those tracking intermediate-term bonds and international equities. With a track record dating back to 2017, the portfolio is positioned in the moderately aggressive allocation category, aiming to balance growth and income for investors seeking a dynamic, multi-asset strategy in their investment portfolios. Dividends are distributed annually, reinforcing its dual income and growth orientation.
Fund Family Saratoga
Category Allocation--70% to 85% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SABIX
Share Class Class I
Index Index is not available on Lipper Database
SABIX had a total return of 6.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.21%.
