SBMCX

About SBMCX

The Saratoga Moderate Balanced Allocation Portfolio Class C is a mutual fund designed to offer investors a blend of growth and income through a balanced allocation strategy. The portfolio typically invests in a diversified mix of equity and fixed income securities, seeking to provide a moderate balance between capital appreciation and income generation. With a total of 15 holdings and approximately $0.76 million in managed assets, the fund maintains an allocation that aims to reduce volatility while pursuing steady returns. Its investment strategy is tailored for individuals looking for an approach that tempers risk without completely foregoing growth potential. The minimum investment required is $2,500 for standard taxable accounts, and the fund charges a total expense ratio of 1.79%. The Saratoga Moderate Balanced Allocation Portfolio Class C plays a role in the market by catering to investors who desire a single, professionally managed solution that harmonizes both growth and income objectives, often making it a suitable option for those planning for medium- to long-term financial goals.