Moderately Conservative is trading at 11.58 as of the 11th of July 2025; that is 0.43 percent decrease since the beginning of the trading day. The fund's open price was 11.63. Moderately Conservative has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 11th of June 2025 and ending today, the 11th of July 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 Moderately Servative Balanced
Moderately Servative Balanced [SMICX] is traded in USA and was established 11th of July 2025. Moderately Conservative is listed under Saratoga category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Saratoga family. This fund at this time has accumulated 882.33 K in assets with minimum initial investment of 2.5 K. Moderately Conservative is currently producing year-to-date (YTD) return of 6.69% with the current yeild of 0.02%, while the total return for the last 3 years was 10.68%.
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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 Moderately 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 Moderately 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 Moderately Servative 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. 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 Moderately Servative Balanced Mutual Fund Constituents
Other Information on Investing in Moderately Mutual Fund
Moderately Conservative 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 Conservative security.