SABCX

About SABCX

The Saratoga Aggressive Balanced Allocation Fund Class C is a mutual fund designed to provide investors with a diversified approach that blends both equity and fixed income investments. Its primary objective is to pursue capital appreciation while managing risk through strategic asset allocation. The fund typically maintains a significant allocation to equities, making it suitable for those seeking growth potential, but it also incorporates fixed income and cash holdings to temper overall volatility and provide income generation. Notably, the portfolio is characterized by an overweight position in financial services and a notable allocation to industrials relative to its peer group. With approximately 13.7% of the portfolio held in cash and assets under management totaling around $221 million, the fund emphasizes active management and tactical shifts in response to market changes. The Saratoga Aggressive Balanced Allocation Fund Class C plays a role in the market by offering investors exposure to a balanced yet growth-oriented portfolio, appealing to those with a higher risk tolerance seeking long-term returns through a combination of asset classes.