SAMIX

About SAMIX

Saratoga Moderately Aggressive Balanced Allocation Portfolio Class I is a multi-asset mutual fund that adopts a moderately aggressive allocation strategy, aiming to balance capital appreciation with income generation. The fund primarily invests in a diversified mix of Saratoga Advantage Trust mutual funds, creating a "fund of funds" structure. Its portfolio typically consists of equities, fixed income securities, and cash equivalents, targeting a strategic equity exposure between 50% and 70% to achieve a moderate risk-return profile. This approach is designed for investors who seek growth potential while still maintaining a degree of capital preservation, resulting in expected volatility similar to a blend of stock and bond markets. The portfolio is managed by a team of professionals who actively allocate assets based on market conditions and long-term investment objectives. Saratoga Moderately Aggressive Balanced Allocation Portfolio Class I plays a significant role in the market by offering a balanced solution for those interested in diversified exposure across multiple asset classes within a single vehicle, catering primarily to U.S. securities and fitting within the moderate allocation category of mutual funds.