Saratoga Moderately Conservative Balanced Allocation Portfolio Class C
SBCCX
NASDAQ
| Weiss Ratings | SBCCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SBCCX-NASDAQ | Click to Compare |
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| Provider | Saratoga | |||
| Manager/Tenure (Years) | Bruce E. Ventimiglia (8), Stephen Ventimiglia (8), Jonathan W. Ventimiglia (8) | |||
| Website | http://www.saratogacap.com/ | |||
| Fund Information | SBCCX-NASDAQ | Click to Compare |
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| Fund Name | Saratoga Moderately Conservative Balanced Allocation Portfolio Class C | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Dec 29, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | SBCCX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.94% | |||
| Dividend | SBCCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.01% | |||
| Asset Allocation | SBCCX-NASDAQ | Click to Compare |
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| Cash | 13.88% | |||
| Stock | 53.12% | |||
| U.S. Stock | 47.51% | |||
| Non-U.S. Stock | 5.61% | |||
| Bond | 32.98% | |||
| U.S. Bond | 27.06% | |||
| Non-U.S. Bond | 5.92% | |||
| Preferred | 0.00% | |||
| Convertible | 0.01% | |||
| Other Net | 0.01% | |||
| Price History | SBCCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.25% | |||
| 30-Day Total Return | -2.87% | |||
| 60-Day Total Return | -3.14% | |||
| 90-Day Total Return | -2.33% | |||
| Year to Date Total Return | -1.96% | |||
| 1-Year Total Return | 12.97% | |||
| 2-Year Total Return | 13.98% | |||
| 3-Year Total Return | 29.76% | |||
| 5-Year Total Return | 25.40% | |||
| Price | SBCCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SBCCX-NASDAQ | Click to Compare |
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| Nav | $10.46 | |||
| 1-Month Low NAV | $10.21 | |||
| 1-Month High NAV | $10.81 | |||
| 52-Week Low NAV | $9.77 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.83 | |||
| 52-Week High Price (Date) | Dec 05, 2025 | |||
| Beta / Standard Deviation | SBCCX-NASDAQ | Click to Compare |
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| Beta | 0.80 | |||
| Standard Deviation | 7.47 | |||
| Balance Sheet | SBCCX-NASDAQ | Click to Compare |
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| Total Assets | 936.44K | |||
| Operating Ratios | SBCCX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.98% | |||
| Turnover Ratio | 14.00% | |||
| Performance | SBCCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.24% | |||
| Last Bear Market Total Return | -8.75% | |||