Moderately Servative is trading at 12.15 as of the 12th of November 2025; that is 0.91% up since the beginning of the trading day. The fund's open price was 12.04. Moderately Servative has about a 23 % 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 23rd of November 2023 and ending today, the 12th of November 2025. Click here to learn more.
The investment seeks total return consisting of capital appreciation and income. Moderately Conservative is traded on NASDAQ Exchange in the United States. More on Moderately Servative Balanced
Moderately Servative Balanced [SMACX] is traded in USA and was established 12th of November 2025. Moderately Servative 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 882.33 K in assets with no minimum investment requirementsModerately Servative is currently producing year-to-date (YTD) return of 7.61% with the current yeild of 0.02%, while the total return for the last 3 years was 9.36%.
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Moderately Servative 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 Servative security.