Aggressive Balanced Allocation Portfolio

Aggressive Balanced Allocation Portfolio is a registered fund series of SARATOGA ADVANTAGE TRUST (series S000060149). Net assets $1.9M as of 2026-05-31.

Profile

Series ID: S000060149
Registrant: SARATOGA ADVANTAGE TRUST
LEI: 549300ZH2TCOP3GO9761
Net assets: $1.9M
Total assets: $1.9M
As of: 2026-05-31
Type: Fund of funds

Advisers

Saratoga Capital Management, LLC (Advisor)

Top holdings (11 reported)

Holding	Ticker	Value	% of fund
SARATOGA ADVANTAGE TRUST	—	$297K	1599.82%
VANGUARD INDEX FUNDS	—	$279K	1501.15%
SARATOGA ADVANTAGE TRUST	—	$254K	1367.03%
SARATOGA ADVANTAGE TRUST	—	$247K	1327.04%
SARATOGA ADVANTAGE TRUST	—	$194K	1044.35%
VANGUARD STAR FUNDS	—	$158K	848.14%
DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS	—	$139K	747.77%
SARATOGA ADVANTAGE TRUST	—	$131K	704.72%
EATON VANCE MUTUAL FUNDS TRUST	—	$72K	385.38%
SARATOGA ADVANTAGE TRUST	—	$63K	337.02%
VANGUARD INDEX FUNDS	—	$34K	182.88%

Net asset history

Report date	Net assets
2026-05-31	$1.9M
2026-02-28	$1.8M
2025-11-30	$1.7M
2025-08-31	$1.6M
2025-05-31	$1.5M
2025-02-28	$1.5M
2024-11-30	$1.5M
2024-08-31	$1.4M

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