Saratoga Conservative Balanced Allc C (SUMCX)

SUMCX Holdings Information

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

• Total Holdings: 11
• Top 10 Percentage: 100.21%
• Asset Class: n/a
• Fund Category: Allocation--30% to 50% Equity
• Assets: 2.20M
• Forward PE Ratio: 21.04

Top 25 Holdings

As of May 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	VBILX	Vanguard Intermediate-Term Bond Index Fund Admiral Shares	32.13%	102,860
2	DSVXX	Dreyfus Institutional Reserves Funds - Dreyfus Institutional Preferred Government Money Market Fund	14.51%	482,227
3	SLCGX	Saratoga Large Capitalization Growth Portfolio Fund Class Institutional	14.47%	15,085
4	SLCVX	Saratoga Large Capitalization Value Fund Class Institutional	12.17%	14,865
5	SMIPX	Saratoga Mid Capitalization Portfolio Fund Class Institutional	11.81%	28,161
6	EIGMX	Eaton Vance Global Macro Absolute Return Fund Class I	7.96%	29,480
7	VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	2.79%	9,083
8	SSCPX	Saratoga Small Capitalization Portfolio Fund Class Institutional	2.63%	10,647
9	VTIAX	Vanguard Total International Stock Index Fund Admiral Shares	1.70%	1,224
10	n/a	Us Dollars	0.04%	1,167
11	n/a	Cash	-0.21%	n/a

Data Source: Finnhub Last updated: May 31, 2026

Mutual fund holdings data is provided by Finnhub. Holdings are typically published by the fund issuer on a monthly or quarterly basis, often with a 30–60 day delay.

Update frequency:

Quarterly

Last checked:

Jul 9, 2026

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