Saratoga Conservative Balanced Allocation Portfolio Class C (SUMCX)

SUMCX Holdings Information

SUMCX is a mutual fund with a total of 11 individual holdings.

• Total Holdings: 11
• Top 10 Percentage: 100.03%
• Asset Class: n/a
• Fund Category: Allocation--30% to 50% Equity
• Assets: 2.20M
• Forward PE Ratio: 20.54

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	VBILX	Vanguard Intermediate-Term Bond Index Fund Admiral Shares	33.49%	103,161
2	SLCGX	Saratoga Large Capitalization Growth Portfolio Fund Class Institutional	14.76%	15,415
3	DSVXX	Dreyfus Institutional Reserves Funds - Dreyfus Institutional Preferred Government Money Market Fund	14.00%	455,562
4	SLCVX	Saratoga Large Capitalization Value Fund Class Institutional	12.44%	15,169
5	SMIPX	Saratoga Mid Capitalization Portfolio Fund Class Institutional	10.57%	28,689
6	EIGMX	Eaton Vance Global Macro Absolute Return Fund Class I	7.88%	29,015
7	VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	2.92%	9,191
8	SSCPX	Saratoga Small Capitalization Portfolio Fund Class Institutional	2.28%	10,846
9	VTIAX	Vanguard Total International Stock Index Fund Admiral Shares	1.55%	1,246
10	n/a	Us Dollars	0.13%	4,306
11	n/a	Cash	-0.03%	n/a