Moderately Servative Balanced Fund Quote

SMICX Fund  USD 12.02  0.10  0.84%   

Performance

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Weak
 
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Odds Of Distress

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Moderately Conservative is trading at 12.02 as of the 24th of November 2025; that is 0.84 percent increase since the beginning of the trading day. The fund's open price was 11.92. Moderately Conservative has about a 21 % 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 26th of August 2025 and ending today, the 24th of November 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 Conservative is traded on NASDAQ Exchange in the United States. More on Moderately Servative Balanced

Moving together with Moderately Mutual Fund

  0.77FBONX American Funds AmericanPairCorr
  0.77FBAFX American Funds AmericanPairCorr
  0.78ABALX American BalancedPairCorr
  0.79BALCX American BalancedPairCorr
  0.78BALFX American BalancedPairCorr
  0.78RLBCX American BalancedPairCorr

Moving against Moderately Mutual Fund

  0.77USPSX Profunds Ultrashort Downward RallyPairCorr
  0.77USPIX Profunds Ultrashort Downward RallyPairCorr
  0.57UIPIX Ultrashort Mid CapPairCorr

Moderately Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, Saratoga (View all Sectors)
Update Date30th of September 2025
Moderately Servative Balanced [SMICX] is traded in USA and was established 24th of November 2025. 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 minimum initial investment of 2.5 K. Moderately Conservative 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%.
Check Moderately Conservative Probability Of Bankruptcy

Instrument Allocation

Top Moderately Servative Balanced Mutual Fund Constituents

SCHFSchwab International EquityEtfForeign Large Blend
SCHASchwab Small Cap ETFEtfSmall Blend
AGGiShares Core AggregateEtfIntermediate Core Bond
EIGMXEaton Vance GlobalMutual FundNontraditional Bond
SLCGXLarge Capitalization GrowthMutual FundLarge Growth
SLCVXLarge Cap ValueMutual FundMid-Cap Blend
SMIPXMid Capitalization PortfolioMutual FundMid-Cap Blend
VBTLXVanguard Total BondMutual FundIntermediate Core Bond
More Details

Moderately Conservative Risk Profiles

Moderately Conservative Against Markets

Other Information on Investing in Moderately Mutual Fund

Moderately Conservative 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 Conservative security.
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