Moderately Aggressive Balanced Fund Quote
| SAMAX Fund | USD 11.90 -0.05 -0.42% |
Performance Weak
| Odds Of Distress Low
|
Moderately Aggressive Balanced (SAMAX) currently is priced at $11.90 as of March 11, 2026, representing 0.42% down on the day after opening at $11.95. Moderately Aggressive currently exhibits 22% estimated likelihood of financial distress over the forecast period. Over the prior 90 trading days, Moderately Aggressive has delivered negative risk-adjusted returns, in line with its weak performance profile. The performance scores are derived for the period from December 11, 2025 through March 11, 2026. Learn more.
Total Asset | Net Asset 602.6 K | Asset Type Mutual Fund | Fund Category Allocation--50% to 70% Equity |
Moving together with Moderately Mutual Fund
| 1.0 | SABAX | Salient Alternative Beta | PairCorr |
| 0.9 | SABIX | Aggressive Balanced | PairCorr |
| 0.9 | SABCX | Salient Alternative Beta | PairCorr |
| 0.9 | SAMCX | Salient Mlp Fund | PairCorr |
| 1.0 | SAMIX | Moderately Aggressive | PairCorr |
Moving against Moderately Mutual Fund
Moderately Mutual Fund Highlights
Moderately Aggressive Balanced [SAMAX] is traded in USA. The fund is listed under the Allocation--50% to 70% Equity category and is part of the Saratoga family. The entity is thematically classified as Moderate Funds. This fund at this time has accumulated 602.55 K in assets with no minimum investment requirements. Moderately Aggressive is currently producing a year-to-date (YTD) return of 2.01%, while the total return for the last 3 years is 10.46%. Moderately Aggressive financial stability analysisInstrument Allocation
Notable Updates
| Thematic Idea | Moderate Funds (View all Themes) |
| Fund Concentration | Saratoga Funds, Large Funds, Allocation--50% to 70% Equity Funds, Moderate Funds, Allocation--50% to 70% Equity, Saratoga, Large, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of March 2026 |
Sector Allocation
Investors will always prefer to have their portfolios diversified 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.
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.
Moderately Aggressive Risk Profiles
| Mean Deviation | 0.5804 | |||
| Semi Deviation | 0.4062 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.48 |
Moderately Aggressive Balanced Against Markets
Moderately Mutual Fund Analysis Notes
The fund maintains about 15.84% of assets in cash. Moderately Aggressive's last dividend was $0.06 per share. Moderately Aggressive Balanced's financial profile includes $854 thousand in Total Assets and $603 thousand in Net Assets.Investor Notes and Alerts
Automated alerts tied to Moderately Aggressive Balanced help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
| Moderately Aggressive generated a negative expected return over the last 90 days | |
| The fund maintains about 15.84% of its assets in cash |
Moderately Aggressive Thematic Classifications
A thematic view of Moderately Aggressive Balanced is valuable because it lets investors test the idea inside a broader opportunity set instead of judging the security in isolation. The practical benefit is that investors can optimize around a trend, not just around one name that may or may not remain the best expression of that trend.
 | Moderate FundsFunds with moderate expected return and risk |
Top Moderately Aggressive Balanced Mutual Fund Constituents
| SCHF | Schwab International Equity | Etf | |
| SCHA | Schwab Small Cap ETF | Etf | |
| AGG | iShares Core Aggregate | Etf | |
| SLCGX | Large Capitalization Growth | Mutual Fund | |
| VVIAX | Vanguard Value Index | Mutual Fund | |
| VUSFX | Vanguard Ultra Short Term Bond | Mutual Fund | |
| VTIAX | Vanguard Total International | Mutual Fund | |
| VSMAX | Vanguard Small Cap Index | Mutual Fund | |
| VFAIX | Vanguard Financials Index | Mutual Fund | |
| VBTLX | Vanguard Total Bond | Mutual Fund | |
| STPIX | Technology Munications Portfolio | Mutual Fund | |
| SMIPX | Mid Capitalization Portfolio | Mutual Fund | |
| SLCVX | Large Cap Value | Mutual Fund | |
| SEPIX | Energy Basic Materials | Mutual Fund | |
| SBHIX | Health Biotchnology Portfolio | Mutual Fund | |
| EIGMX | Eaton Vance Global | Mutual Fund | |
| IGHG | ProShares Investment GradeInterest | Etf | |
| VFH | Vanguard Financials Index | Etf | |
| SCHV | Schwab Large Cap Value | Etf |
Moderately Aggressive Outstanding Bonds
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Moderately Aggressive Predictive Daily Indicators
Daily trading signals in Moderately Aggressive Balanced help active traders monitor momentum, reversals, and volume pressure while the session is still developing. The better setups usually come from combining these signals with strict risk limits, because short-term data can reverse quickly when liquidity thins.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 11.9 | |||
| Day Typical Price | 11.9 | |||
| Price Action Indicator | -0.03 | |||
| Period Momentum Indicator | -0.05 | |||
| Relative Strength Index | 42.83 |
Moderately Aggressive Forecast Models
Quantitative forecast tools for Moderately Aggressive Balanced focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.About MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS A
The fund overview for Moderately Aggressive summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Saratoga Funds, Large Funds, Allocation--50% to 70% Equity Funds. The current allocation is approximately 60.0% equities, 3.0% bonds and 16.0% cash. It is classified under Allocation--50% to 70% Equity within the Saratoga family.
Methodology
Unless otherwise specified, data for Moderately Aggressive Balanced is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Moderately Aggressive Balanced market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We primarily rely on public fund disclosures, holdings reports, and market data feeds, including disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data is normalized for analytical consistency across reporting formats. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Moderately Aggressive Balanced may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.