Moderate Balanced Allocation Fund Quote
| SBMIX Fund | USD 12.69 0.01 0.08% |
PerformanceStrong
| Odds Of DistressLow
|
Moderate Balanced is trading at 12.69 as of the 19th of July 2025; that is 0.08 percent increase since the beginning of the trading day. The fund's open price was 12.68. Moderate Balanced has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a 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 . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.. More on Moderate Balanced Allocation
Moving together with Moderate Mutual Fund
Moderate Mutual Fund Highlights
| Fund Concentration | Saratoga Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Saratoga (View all Sectors) |
| Update Date | 30th of June 2025 |
Moderate Balanced Allocation [SBMIX] is traded in USA and was established 19th of July 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 no minimum investment requirementsModerate Balanced is currently producing year-to-date (YTD) return of 6.22% with the current yeild of 0.02%, while the total return for the last 3 years was 10.82%.
Check Moderate Balanced 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 Moderate 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 Moderate 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 Moderate Balanced Allocation 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 Moderate Balanced Allocation Mutual Fund Constituents
| SCHA | Schwab Small Cap ETF | Etf | Small Blend | |
| SLCVX | Large Cap Value | Mutual Fund | Mid-Cap Blend | |
| 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 | |
| VFAIX | Vanguard Financials Index | Mutual Fund | Financial | |
| VBTLX | Vanguard Total Bond | Mutual Fund | Intermediate Core Bond |
Moderate Balanced Risk Profiles
| Mean Deviation | 0.4085 | |||
| Semi Deviation | 0.1925 | |||
| Standard Deviation | 0.5756 | |||
| Variance | 0.3313 |
Moderate Balanced Against Markets
Other Information on Investing in Moderate Mutual Fund
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.
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