Skip to Content
Morningstar

Saratoga Aggressive Balanced Allc C SABCX

Morningstar Medalist Rating
Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 10.92  /  +0.65 %
  • Total Assets 1.2 Mil
  • Adj. Expense Ratio
    3.090%
  • Expense Ratio 3.090%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderately Aggressive Allocation
  • Investment Style Mid Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield —
  • Turnover 26%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:30 AM GMT+0

Morningstar’s Analysis SABCX

Will SABCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SABCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SABCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SABCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Saratoga Aggressive Balanced Allc C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SABCX

More SABCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Saratoga Large Capitalization Value I

16.92 213,958
—

Saratoga Large Capitalization Growth I

16.74 211,656
—

Saratoga Mid Capitalization I

11.13 140,792
—

Vanguard Interm-Term Bond Index Adm

9.58 121,116
—

Eaton Vance Glbl Macr Absolute Return I

9.02 114,025
—

Saratoga Small Capitalization I

9.01 113,899
—

Vanguard Total Intl Stock Index Admiral

6.30 79,727
—

Dreyfus Instl Preferred Govt MMkt Instl

5.02 63,425
Cash and Equivalents

Saratoga Technology & Comm I

3.89 49,145
—

Saratoga Health & Biotechnology I

3.75 47,457
—