# 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)](https://search.stillhousedata.com/firm/112021)

## Top holdings (11 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/security/803431501) | — | $297K | 1599.82% |
| [VANGUARD INDEX FUNDS](https://search.stillhousedata.com/security/921937801) | — | $279K | 1501.15% |
| [SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/security/803431402) | — | $254K | 1367.03% |
| [SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/security/803431535) | — | $247K | 1327.04% |
| [SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/security/803431600) | — | $194K | 1044.35% |
| [VANGUARD STAR FUNDS](https://search.stillhousedata.com/security/921909818) | — | $158K | 848.14% |
| [DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS](https://search.stillhousedata.com/security/26200X100) | — | $139K | 747.77% |
| [SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/security/803431667) | — | $131K | 704.72% |
| [EATON VANCE MUTUAL FUNDS TRUST](https://search.stillhousedata.com/security/277923728) | — | $72K | 385.38% |
| [SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/security/803431717) | — | $63K | 337.02% |
| [VANGUARD INDEX FUNDS](https://search.stillhousedata.com/security/921937702) | — | $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 |

## More

- [Registrant: SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/registrant/924628)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000060149.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.