Saratoga Moderate Balanced Allocation Portfolio Class A (SMPAX)

SMPAX Holdings Information

SMPAX is a mutual fund with a total of 13 individual holdings.

• Total Holdings: 13
• Top 10 Percentage: 98.11%
• Asset Class: n/a
• Fund Category: Allocation--50% to 70% Equity
• Assets: 2.53M
• Forward PE Ratio: 20.34

Top 25 Holdings

As of Feb 28, 2026

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No.	Symbol	Name	% Weight	Shares
1	VBILX	Vanguard Intermediate-Term Bond Index Fund Admiral Shares	21.92%	54,337
2	SLCGX	Saratoga Large Capitalization Growth Portfolio Fund Class Institutional	15.90%	14,852
3	SLCVX	Saratoga Large Capitalization Value Fund Class Institutional	15.80%	14,797
4	SMIPX	Saratoga Mid Capitalization Portfolio Fund Class Institutional	13.89%	27,841
5	DSVXX	Dreyfus Institutional Reserves Funds - Dreyfus Institutional Preferred Government Money Market Fund	10.53%	278,927
6	EIGMX	Eaton Vance Global Macro Absolute Return Fund Class I	5.97%	17,450
7	SSCPX	Saratoga Small Capitalization Portfolio Fund Class Institutional	4.70%	16,995
8	STPIX	Saratoga Technology & Communications Portfolio Class Institutional	3.45%	3,592
9	VTIAX	Vanguard Total International Stock Index Fund Admiral Shares	3.33%	1,954
10	VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	2.62%	6,701
11	SBHIX	Saratoga Health & Biotechnology Portfolio Fund Class Institutional	2.00%	1,927
12	n/a	Us Dollars	0.03%	691
13	n/a	Cash	-0.14%	n/a