SABAX holdings — Aggressive Balanced Allocation Portfolio

Aggressive Balanced Allocation Portfolio (SABAX) held 11 positions with net assets of $1.86M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 98.6% of the fund, led by SARATOGA ADVANTAGE TRUST, VBILX, SARATOGA ADVANTAGE TRUST.

SABAX top holdings

  1. SARATOGA ADVANTAGE TRUST — 16.00% ($297K)
  2. VBILX VANGUARD INDEX FUNDS — 15.01% ($279K)
  3. SARATOGA ADVANTAGE TRUST — 13.67% ($254K)
  4. SARATOGA ADVANTAGE TRUST — 13.27% ($247K)
  5. SARATOGA ADVANTAGE TRUST — 10.44% ($194K)
  6. VTIAX VANGUARD STAR FUNDS — 8.48% ($158K)
  7. DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS — 7.48% ($139K)
  8. SARATOGA ADVANTAGE TRUST — 7.05% ($131K)
  9. EIGMX EATON VANCE MUTUAL FUNDS TRUST — 3.85% ($71.6K)
  10. SARATOGA ADVANTAGE TRUST — 3.37% ($62.6K)
  11. VBIRX VANGUARD INDEX FUNDS — 1.83% ($34.0K)

What are SABAX's top 10 holdings?

SARATOGA ADVANTAGE TRUST (16.0%), VBILX (15.0%), SARATOGA ADVANTAGE TRUST (13.7%), SARATOGA ADVANTAGE TRUST (13.3%), SARATOGA ADVANTAGE TRUST (10.4%), VTIAX (8.5%), DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS (7.5%), SARATOGA ADVANTAGE TRUST (7.0%), EIGMX (3.9%), SARATOGA ADVANTAGE TRUST (3.4%).

How many stocks are in SABAX?

Aggressive Balanced Allocation Portfolio reported 11 holdings as of May 31, 2026.

Share classes: SABAX, SABCX, SABIX

All ETF and mutual fund holdings