Aggressive Balanced Allocation Fund Quote
| SABIX Fund | USD 11.72 0.16 1.38% |
PerformanceVery Weak
| Odds Of DistressLow
|
Aggressive Balanced is trading at 11.72 as of the 25th of March 2025; that is 1.38 percent increase since the beginning of the trading day. The fund's open price was 11.56. Aggressive Balanced has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 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 Aggressive Balanced Allocation
Moving together with Aggressive Mutual Fund
| 1.0 | SABAX | Salient Alternative Beta | PairCorr |
| 1.0 | SABCX | Salient Alternative Beta | PairCorr |
| 1.0 | SAMAX | Moderately Aggressive | PairCorr |
| 1.0 | SAMCX | Salient Mlp Fund | PairCorr |
| 1.0 | SAMIX | Moderately Aggressive | PairCorr |
Moving against Aggressive Mutual Fund
Aggressive Mutual Fund Highlights
| Update Date | 31st of March 2025 |
Aggressive Balanced Allocation [SABIX] is traded in USA and was established 25th of March 2025. Aggressive Balanced is listed under Saratoga category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Saratoga family. The entity is thematically classified as Aggressive Funds. This fund at this time has accumulated 683.4 K in assets with minimum initial investment of 2.5 K. Aggressive Balanced is currently producing year-to-date (YTD) return of 2.97% with the current yeild of 0.02%, while the total return for the last 3 years was 5.45%.
Check Aggressive 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 Aggressive 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 Aggressive 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 Aggressive 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 Aggressive Balanced Allocation Mutual Fund Constituents
| SCHV | Schwab Large Cap Value | Etf | Large Value | |
| SCHA | Schwab Small Cap ETF | Etf | Small Blend | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| 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 |
Aggressive Balanced Risk Profiles
| Mean Deviation | 0.631 | |||
| Standard Deviation | 0.8145 | |||
| Variance | 0.6634 | |||
| Risk Adjusted Performance | (0.06) |
Aggressive Balanced Against Markets
Other Information on Investing in Aggressive Mutual Fund
Aggressive Balanced financial ratios help investors to determine whether Aggressive 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 Aggressive with respect to the benefits of owning Aggressive Balanced security.
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