Moderately Aggressive Balanced Fund Quote
| SAMAX Fund | USD 12.47 0.02 0.16% |
PerformanceSolid
| Odds Of DistressLow
|
Moderately Aggressive is trading at 12.47 as of the 16th of July 2025; that is 0.16% up since the beginning of the trading day. The fund's open price was 12.45. Moderately Aggressive has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 17th of April 2025 and ending today, the 16th of July 2025. Click here to learn more.
The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.. More on Moderately Aggressive Balanced
Moving together with Moderately Mutual Fund
Moderately Mutual Fund Highlights
| Fund Concentration | Saratoga Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Saratoga, Large, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 30th of June 2025 |
Moderately Aggressive Balanced [SAMAX] is traded in USA and was established 16th of July 2025. Moderately Aggressive is listed under Saratoga category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Saratoga family. This fund at this time has accumulated 602.55 K in assets with no minimum investment requirementsModerately Aggressive is currently producing year-to-date (YTD) return of 6.23% with the current yeild of 0.02%, while the total return for the last 3 years was 10.91%.
Check Moderately Aggressive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Moderately Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Moderately Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Moderately Aggressive Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Moderately Aggressive Balanced Mutual Fund Constituents
| SCHF | Schwab International Equity | Etf | Foreign Large Blend | |
| SCHA | Schwab Small Cap ETF | Etf | Small Blend | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| SLCGX | Large Capitalization Growth | Mutual Fund | Large Growth | |
| VVIAX | Vanguard Value Index | Mutual Fund | Large Value | |
| VUSFX | Vanguard Ultra Short Term Bond | Mutual Fund | Ultrashort Bond | |
| VTIAX | Vanguard Total International | Mutual Fund | Foreign Large Blend | |
| VSMAX | Vanguard Small Cap Index | Mutual Fund | Small Blend |
Moderately Aggressive Risk Profiles
| Mean Deviation | 0.5345 | |||
| Semi Deviation | 0.3521 | |||
| Standard Deviation | 0.9141 | |||
| Variance | 0.8356 |
Moderately Aggressive Against Markets
Other Information on Investing in Moderately Mutual Fund
Moderately Aggressive financial ratios help investors to determine whether Moderately Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Moderately with respect to the benefits of owning Moderately Aggressive security.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets |