SABAX

About SABAX

Saratoga Aggressive Balanced Allocation Portfolio Class A is a mutual fund designed to pursue total return through a combination of capital appreciation and income. The primary function of this fund is to allocate capital across a diversified range of investments by primarily investing in other mutual funds managed by Saratoga Advantage Trust, as well as unaffiliated registered investment companies and exchange-traded funds (ETFs). This structure allows the portfolio to gain exposure to various asset classes, including equities, fixed income, and alternative investments, by pooling the expertise and strategies of underlying funds. Classified in the Allocation—70% to 85% Equity category, the fund maintains a substantial allocation to equities while also holding fixed income securities to balance risk and return. This approach positions the portfolio to potentially benefit from equity market growth while seeking risk mitigation through fixed income and alternative assets. The fund seeks to adapt its allocations as economic conditions shift, aiming to remain responsive to growth, recession, and other market cycles. Saratoga Aggressive Balanced Allocation Portfolio Class A is often utilized by investors looking for diversified exposure within a single investment vehicle, striving for both growth and income as part of a broader investment strategy.