Aggressive Balanced is trading at 13.31 as of the 10th of December 2025; that is 0.3 percent decrease since the beginning of the trading day. The fund's open price was 13.35. Aggressive Balanced has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 11th of September 2025 and ending today, the 10th of December 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
Aggressive Balanced Allocation [SABIX] is traded in USA and was established 10th of December 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 7.56% with the current yeild of 0.01%, while the total return for the last 3 years was 10.57%.
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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
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.