SABIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Saratoga Aggressive Balanced Allc I (SABIX) Ownership - Who owns Saratoga Aggressive Balanced Allc I?

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

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

SABIX

Net Assets

1.47M

Fund Existence

over 7 years

Turnover

8.00

Total Expense Ratio

2.28

Front Load

N/A

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

3.96

Assets in Top Ten Holdings

1.16M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

1.12M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

13.00

Number of Net Holdings

14.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

1.29

Weighting Top Ten Holdings

91.45%

Gain YTD

-2.294

Annual Yield % from dividends

1.63

Returns for 1 year

5.11

Returns for 3 years

10.99

Returns for 5 years

36.69

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details