SBCCX holdings — Moderately Conservative Balanced Allocation Portfolio
Moderately Conservative Balanced Allocation Portfolio (SBCCX) held 9 positions with net assets of $961K as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 100.4% of the fund, led by VBILX, SARATOGA ADVANTAGE TRUST, SARATOGA ADVANTAGE TRUST.
SBCCX top holdings
- VBILX VANGUARD INDEX FUNDS — 25.22% ($242K)
- SARATOGA ADVANTAGE TRUST — 15.93% ($153K)
- SARATOGA ADVANTAGE TRUST — 13.67% ($131K)
- SARATOGA ADVANTAGE TRUST — 13.56% ($130K)
- DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS — 10.05% ($96.6K)
- SARATOGA ADVANTAGE TRUST — 7.23% ($69.5K)
- EIGMX EATON VANCE MUTUAL FUNDS TRUST — 6.90% ($66.3K)
- VTIAX VANGUARD STAR FUNDS — 5.06% ($48.6K)
- VBIRX VANGUARD INDEX FUNDS — 2.81% ($27.0K)
What are SBCCX's top 10 holdings?
VBILX (25.2%), SARATOGA ADVANTAGE TRUST (15.9%), SARATOGA ADVANTAGE TRUST (13.7%), SARATOGA ADVANTAGE TRUST (13.6%), DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS (10.0%), SARATOGA ADVANTAGE TRUST (7.2%), EIGMX (6.9%), VTIAX (5.1%), VBIRX (2.8%).
How many stocks are in SBCCX?
Moderately Conservative Balanced Allocation Portfolio reported 9 holdings as of May 31, 2026.
Share classes: SBCCX, SMACX, SMICX