Moderately Aggressive Balanced Fund Quote

SAMAX Fund  USD 13.02  0.08  0.61%   

Performance

Fair

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Moderately Aggressive is trading at 13.02 as of the 31st of October 2025; that is 0.61% down since the beginning of the trading day. The fund's open price was 13.1. Moderately Aggressive has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of October 2025 and ending today, the 31st of October 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 . Moderately Aggressive is traded on NASDAQ Exchange in the United States. More on Moderately Aggressive Balanced

Moving together with Moderately Mutual Fund

  0.72SABAX Salient Alternative BetaPairCorr
  1.0SABIX Aggressive BalancedPairCorr
  0.74SABCX Salient Alternative BetaPairCorr
  0.75SAMIX Moderately AggressivePairCorr

Moderately Mutual Fund Highlights

Thematic IdeaModerate Funds (View all Themes)
Fund ConcentrationSaratoga Funds, Large Funds, Allocation--50% to 70% Equity Funds, Moderate Funds, Allocation--50% to 70% Equity, Saratoga, Large, Allocation--50% to 70% Equity (View all Sectors)
Update Date30th of September 2025
Moderately Aggressive Balanced [SAMAX] is traded in USA and was established 31st of October 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. The entity is thematically classified as Moderate Funds. 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 7.51% with the current yeild of 0.01%, while the total return for the last 3 years was 9.53%.
Check Moderately Aggressive Probability Of Bankruptcy

Instrument Allocation

Top Moderately Aggressive Balanced Mutual Fund Constituents

SCHFSchwab International EquityEtfForeign Large Blend
SCHASchwab Small Cap ETFEtfSmall Blend
AGGiShares Core AggregateEtfIntermediate Core Bond
SLCGXLarge Capitalization GrowthMutual FundLarge Growth
VVIAXVanguard Value IndexMutual FundLarge Value
VUSFXVanguard Ultra Short Term BondMutual FundUltrashort Bond
VTIAXVanguard Total InternationalMutual FundForeign Large Blend
VSMAXVanguard Small Cap IndexMutual FundSmall Blend
More Details

Moderately Aggressive Risk Profiles

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.
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Equity Valuation
Check real value of public entities based on technical and fundamental data