Saratoga Moderate Balanced Allc A (SMPAX)

11.56 +0.06 (+0.52%) At close: 06:25PM EDT

• Previous close: 11.50
• YTD return: 2.17%
• Expense ratio (net): 2.92%
• Category: Allocation--50% to 70% Equity
• Last cap gain: 1.00
• Morningstar rating: ★★★★★
• Morningstar risk rating: Below average
• Net assets: 1.99M
• Beta (5Y monthly): 0.81
• Yield: 0.90%
• 5y average return: N/A
• Holdings turnover: 41.00%
• Last dividend: 0.10
• Average for category: N/A
• Inception date: 29 Dec 2017