About SAMCX
Saratoga Moderately Aggressive Balanced Allocation Portfolio Class C is an open-end mutual fund that seeks a balanced approach to growth and income by investing across multiple asset classes. Its primary function is to provide both capital appreciation and current income, mainly by holding a diversified mix of equities, fixed income securities, and cash equivalents. The fund is categorized as moderately aggressive, typically maintaining a strategic equity exposure between 50% and 70%, which positions it for higher return potential than conservative funds, while aiming to manage volatility compared to fully equity-focused products. Notably, this portfolio allocates the majority of its assets to its top holdings, demonstrating a focused investment approach, with recent data indicating over 90% of assets concentrated in its ten largest positions. It also incorporates a portion of foreign stock, adding global diversification. This fund suits investors seeking a single, managed allocation portfolio that balances growth objectives with some income and risk moderation—qualities that make it a representative choice in its Morningstar moderate allocation category for those interested in simplified, diversified wealth management solutions.
Fund Family Saratoga
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SAMCX
Share Class Class C
Index Index is not available on Lipper Database
SAMCX had a total return of 4.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.02%.
