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SABAX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Saratoga Aggressive Balanced Allc A (SABAX) Ownership - Who owns Saratoga Aggressive Balanced Allc A?

The investment seeks total return consisting of capital appreciation and income... Show more

Profile

Category
Moderately Aggressive Allocation
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
2.53
Min. Initial Investment
2500.00
Fund Existence
almost 8 years
Turnover
8.00
Front Load
5.75
Net Assets
1663717.00
Manager Tenure
N/A

Fundamentals

SABAX
Net Assets
1.66M
Fund Existence
almost 8 years
Turnover
8.00
Total Expense Ratio
2.53
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
4.20
Assets in Top Ten Holdings
1.16M
Average Credit Quality
11
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
163K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.90
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
14.00
Number of Net Holdings
15.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
1.29
Weighting Top Ten Holdings
93.41%
Gain YTD
10.427
Annual Yield % from dividends
1.25
Returns for 1 year
9.54
Returns for 3 years
37.04
Returns for 5 years
32.29
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com