Moderate Balanced is trading at 12.09 as of the 17th of December 2025; that is 0.08% down since the beginning of the trading day. The fund's open price was 12.1. Moderate Balanced has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of June 2025 and ending today, the 17th of December 2025. Click here to learn more.
The investment seeks total return consisting of capital appreciation and income. Moderate Balanced is traded on NASDAQ Exchange in the United States. More on Moderate Balanced Allocation
Moderate Balanced Allocation [SMPAX] is traded in USA and was established 17th of December 2025. Moderate Balanced 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 1.18 M in assets with minimum initial investment of 2.5 K. Moderate Balanced is currently producing year-to-date (YTD) return of 7.42% with the current yeild of 0.01%, while the total return for the last 3 years was 9.27%.
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Moderate Balanced financial ratios help investors to determine whether Moderate 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 Moderate with respect to the benefits of owning Moderate Balanced security.