Moderate Balanced is trading at 12.95 as of the 24th of November 2025; that is 1.01% up since the beginning of the trading day. The fund's open price was 12.82. Moderate Balanced 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 investment seeks total return consisting of capital appreciation and income. Moderate Balanced is traded on NASDAQ Exchange in the United States. More on Moderate Balanced Allocation
Moderate Balanced Allocation [SMPAX] 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 1.18 M in assets with minimum initial investment of 2.5 K. Moderate Balanced is currently producing year-to-date (YTD) return of 7.42% with the current yeild of 0.01%, while the total return for the last 3 years was 9.27%.
Check Moderate Balanced Probability Of Bankruptcy
Instrument Allocation
Top Moderate Balanced Allocation Mutual Fund Constituents
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.