SBMCX holdings — Moderate Balanced Allocation Portfolio
Moderate Balanced Allocation Portfolio (SBMCX) held 11 positions with net assets of $2.64M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 98.5% of the fund, led by VBILX, SARATOGA ADVANTAGE TRUST, SARATOGA ADVANTAGE TRUST.
SBMCX top holdings
- VBILX VANGUARD INDEX FUNDS — 21.09% ($556K)
- SARATOGA ADVANTAGE TRUST — 17.52% ($462K)
- SARATOGA ADVANTAGE TRUST — 14.91% ($393K)
- SARATOGA ADVANTAGE TRUST — 14.41% ($380K)
- DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS — 9.54% ($251K)
- EIGMX EATON VANCE MUTUAL FUNDS TRUST — 5.88% ($155K)
- SARATOGA ADVANTAGE TRUST — 5.18% ($137K)
- SARATOGA ADVANTAGE TRUST — 4.00% ($106K)
- VTIAX VANGUARD STAR FUNDS — 3.36% ($88.5K)
- VBIRX VANGUARD INDEX FUNDS — 2.56% ($67.4K)
- SARATOGA ADVANTAGE TRUST — 1.82% ($48.0K)
What are SBMCX's top 10 holdings?
VBILX (21.1%), SARATOGA ADVANTAGE TRUST (17.5%), SARATOGA ADVANTAGE TRUST (14.9%), SARATOGA ADVANTAGE TRUST (14.4%), DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS (9.5%), EIGMX (5.9%), SARATOGA ADVANTAGE TRUST (5.2%), SARATOGA ADVANTAGE TRUST (4.0%), VTIAX (3.4%), VBIRX (2.6%).
How many stocks are in SBMCX?
Moderate Balanced Allocation Portfolio reported 11 holdings as of May 31, 2026.
Share classes: SBMCX, SBMIX, SMPAX