Conservative Balanced is trading at 11.74 as of the 19th of July 2025; that is 0.17 percent increase since the beginning of the trading day. The fund's open price was 11.72. Conservative Balanced has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th 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 . Conservative Balanced is traded on NASDAQ Exchange in the United States. More on Conservative Balanced Allocation
Conservative Balanced Allocation [LUNAX] is traded in USA and was established 19th of July 2025. Conservative Balanced is listed under Saratoga category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Saratoga family. This fund now has accumulated 2.2 M in assets with minimum initial investment of 2.5 K. Conservative Balanced is currently producing year-to-date (YTD) return of 5.51% with the current yeild of 0.02%, while the total return for the last 3 years was 8.52%.
Check Conservative Balanced Probability Of Bankruptcy
Instrument Allocation
Top Conservative Balanced Allocation Mutual Fund Constituents
Other Information on Investing in Conservative Mutual Fund
Conservative Balanced financial ratios help investors to determine whether Conservative 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 Conservative with respect to the benefits of owning Conservative Balanced security.