About SBCCX
Saratoga Moderately Conservative Balanced Allocation C is an open-end mutual fund designed to offer investors a balanced approach to long-term capital appreciation and income generation. As a moderately conservative allocation fund, it seeks to maintain a careful blend of asset classes, including equities, fixed income, and alternative investments, typically targeting investors who prefer reduced volatility compared to more aggressive strategies. The fund achieves diversification primarily through investments in underlying funds that provide exposure to large-cap, mid-cap, and small-cap equities, as well as domestic and international bonds and money market instruments. Notable features of this fund include a significant portion allocated to intermediate-term bonds, complemented by varied equity strategies and alternative assets, reflecting Saratoga's dynamic asset allocation methodology. With a focus on medium credit quality and interest rate sensitivity, the fund is structured to balance capital preservation with the potential for growth, making it suitable for those seeking a moderate risk profile within a single investment vehicle. Saratoga Moderately Conservative Balanced Allocation C holds a high percentage of assets in its top holdings and, while offering diversification, is also characterized by a relatively high expense ratio compared to peers.
Fund Family Saratoga
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol SBCCX
Share Class Class C
Index Index is not available on Lipper Database
SBCCX had a total return of 9.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.82%.
