About SAMAX
The Saratoga Moderately Aggressive Balanced Allocation Portfolio Class A is a mutual fund designed to provide investors with a blend of capital appreciation and income by employing a moderately aggressive allocation strategy. Serving as a "fund of funds," it primarily invests in a diverse mix of underlying Saratoga Advantage Trust mutual funds, as well as selected third-party funds, encompassing equity, fixed income, money market, and alternative assets. The fund typically allocates 45%–65% to core equities, 5.5%–15.5% to sector equity, 2.5%–12.5% to fixed income, 7%–17% to money market, and 10%–20% to alternative investments, achieving broad diversification across asset classes and market sectors.
This portfolio targets investors seeking a balance between growth and moderate risk, with a focus on mid-blend investment style and maintaining medium credit quality and interest rate sensitivity. The portfolio’s holdings include large- and mid-cap stocks, bonds, and other investments, providing exposure primarily to North American markets while also holding assets globally. Its structure allows it to respond flexibly to evolving market conditions while aiming for steady returns and income, making it a core holding in diversified investment strategies.
Fund Family Saratoga
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SAMAX
Share Class Class A
Index Index is not available on Lipper Database
SAMAX had a total return of 8.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.94%.
