About SMACX
Saratoga Moderately Conservative Balanced Allocation Portfolio Class A is a mutual fund designed to provide investors with a blend of capital appreciation and income, adhering to a moderately conservative risk profile. The fund strategically diversifies its assets by allocating approximately 48% to 68% to core equity investments, 5.5% to 15.5% to fixed income securities, 11% to 21% to money market instruments, and 10.5% to 20.5% to alternative investments. Its holdings feature a mix of large- and mid-cap domestic stocks, international equities, bond funds, and select alternative strategies, including exposure to funds like Vanguard Intermediate-Term Bond Index and Saratoga Large Capitalization Growth and Value Portfolios. By maintaining this diversified approach, the portfolio aims to moderate risk while delivering a steady total return over time. The fund is particularly notable for its relatively low beta, suggesting less volatility compared to broader equity markets, and its steady dividend distributions, making it suitable for those seeking balanced market participation without excessive volatility. Inception was in late 2017, positioning it as a recent but established option for investors looking for both growth and income opportunities within a balanced allocation strategy.
Fund Family Saratoga
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol SMACX
Share Class Class A
Index Index is not available on Lipper Database
SMACX had a total return of 8.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.63%.
