Moderately Aggressive Balanced Fund Quote
| SAMIX Fund | USD 11.76 0.12 1.03% |
PerformanceVery Weak
| Odds Of DistressLow
|
Moderately Aggressive is trading at 11.76 as of the 25th of March 2025; that is 1.03 percent increase since the beginning of the trading day. The fund's open price was 11.64. Moderately Aggressive 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 Moderately Aggressive Balanced
Moving together with Moderately Mutual Fund
| 1.0 | SABAX | Salient Alternative Beta | PairCorr |
| 1.0 | SABIX | Aggressive Balanced | PairCorr |
| 1.0 | SABCX | Salient Alternative Beta | PairCorr |
| 1.0 | SAMAX | Moderately Aggressive | PairCorr |
| 1.0 | SAMCX | Salient Mlp Fund | PairCorr |
Moving against Moderately Mutual Fund
Moderately Mutual Fund Highlights
| Fund Concentration | Saratoga Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Saratoga, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
Moderately Aggressive Balanced [SAMIX] is traded in USA and was established 25th of March 2025. Moderately Aggressive 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 602.55 K in assets with minimum initial investment of 2.5 K. Moderately Aggressive is currently producing year-to-date (YTD) return of 0.17% with the current yeild of 0.02%, while the total return for the last 3 years was 5.05%.
Check Moderately Aggressive 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 Moderately 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 Moderately 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 Moderately Aggressive Balanced 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 Moderately Aggressive Balanced Mutual Fund Constituents
| 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 | |
| VFAIX | Vanguard Financials Index | Mutual Fund | Financial |
Moderately Aggressive Risk Profiles
| Mean Deviation | 0.5698 | |||
| Standard Deviation | 0.7293 | |||
| Variance | 0.5319 | |||
| Risk Adjusted Performance | (0.06) |
Moderately Aggressive Against Markets
Other Information on Investing in Moderately Mutual Fund
Moderately Aggressive 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 Aggressive security.
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| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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