Moderately Aggressive Balanced Fund Quote
| SAMAX Fund | USD 11.70 0.07 0.60% |
Performance Weak
| NAV Risk Level Low
|
Moderately Aggressive Balanced (SAMAX) currently is priced at $11.70 as of March 27, 2026, representing 0.60% up on the day after opening at $11.63. Moderately Aggressive currently exhibits 22% estimated likelihood of significant NAV decline 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 measured across the period from December 27, 2025 to March 27, 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
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 10.61%. Moderately Aggressive financial stability analysisInstrument Allocation
Mutual Fund Notable Updates
| Legal Name | MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS A |
| 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) |
Additional Fund Information
| Update Date | 31st of March 2026 |
Sector Allocation
Investors typically prefer portfolios diversified across different sectors. Wider sector coverage improves the probability of positive returns, though it may compress Moderately Mutual Fund expected return.
Investment funds like Moderately Aggressive Balanced Mutual Fund offer a low-cost alternative to custom portfolios. Sector fund diversification can be an effective strategy for adjusting sector exposure.
Common Risk Profiles
| Mean Deviation | 0.4938 | |||
| Standard Deviation | 0.628 | |||
| Variance | 0.3944 | |||
| Risk Adjusted Performance | -0.04 |
Moderately Aggressive Balanced Against Markets
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 Insights and Alerts
Shareholder alerts for Moderately Aggressive, a Allocation--50% to 70% Equity mutual fund, flag conditions that may warrant re-evaluating your position. Moderately Aggressive distributes 2.4% in yield. A concise alert layer reduces the chance of ignoring material changes to dividend coverage or payout stability.
| Moderately Aggressive generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Philadelphia Mayor Parker proposes 1 rideshare tax to fund public schools, prevent staff cuts - FOX 29 Philadelphia |
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. Used well, thematic analysis can turn a discretionary idea into a more systematic portfolio-building process with clearer risk boundaries.
 | 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 | |
| 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 |
Outstanding Bonds
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Predictive Daily Indicators
Monitoring Moderately Aggressive's daily metrics gives shareholders faster feedback on whether the fund's holdings are trending or reversing. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating.
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 11.7 | |||
| Day Typical Price | 11.7 | |||
| Price Action Indicator | 0.035 | |||
| Period Momentum Indicator | 0.07 | |||
| Relative Strength Index | 42.48 |
Forecast Models
NAV projections for Moderately Aggressive Balanced within Allocation--50% to 70% Equity rely on smoothing, regression, and moving-average techniques applied to historical prices. With a one-year return of 9.2%, these models describe observed NAV patterns. Current fund positioning must match historical conditions.Mutual Fund Overview, Methodology & Data Sources
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.