Moderately Aggressive Financials
| SAMIX Fund | USD 12.33 0.06 0.49% |
Moderately |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Moderately Aggressive Fund Summary
Moderately Aggressive competes with Fidelity Advisor, Tiaa-cref Lifestyle, Pimco Diversified, Guidepath Conservative, and Wells Fargo. 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.Specialization | Allocation--50% to 70% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US80343J6192 |
| Business Address | Saratoga Advantage Trust |
| Mutual Fund Family | Saratoga |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 807 3863 |
| Currency | USD - US Dollar |
Moderately Aggressive Key Financial Ratios
Moderately Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Moderately Aggressive's current stock value. Our valuation model uses many indicators to compare Moderately Aggressive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Moderately Aggressive competition to find correlations between indicators driving Moderately Aggressive's intrinsic value. More Info.Moderately Aggressive Balanced is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 83.36 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Moderately Aggressive's earnings, one of the primary drivers of an investment's value.Moderately Aggressive January 20, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Moderately Aggressive help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Moderately Aggressive Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Moderately Aggressive Balanced based on widely used predictive technical indicators. In general, we focus on analyzing Moderately Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Moderately Aggressive's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6269 | |||
| Information Ratio | 0.0723 | |||
| Maximum Drawdown | 9.68 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 1.0 |
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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