Moderate Balanced Allocation Portfolio

Moderate Balanced Allocation Portfolio is a registered fund series of SARATOGA ADVANTAGE TRUST (series S000060151). Net assets $2.6M as of 2026-05-31.

Profile

Series ID: S000060151
Registrant: SARATOGA ADVANTAGE TRUST
LEI: 549300P4TRZFLY6SMX86
Net assets: $2.6M
Total assets: $2.7M
As of: 2026-05-31
Type: Fund of funds

Advisers

Saratoga Capital Management, LLC (Advisor)

Top holdings (11 reported)

Holding	Ticker	Value	% of fund
VANGUARD INDEX FUNDS	—	$556K	2109.33%
SARATOGA ADVANTAGE TRUST	—	$462K	1751.93%
SARATOGA ADVANTAGE TRUST	—	$393K	1491.43%
SARATOGA ADVANTAGE TRUST	—	$380K	1441.47%
DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS	—	$251K	953.62%
EATON VANCE MUTUAL FUNDS TRUST	—	$155K	587.73%
SARATOGA ADVANTAGE TRUST	—	$137K	518.24%
SARATOGA ADVANTAGE TRUST	—	$106K	400.50%
VANGUARD STAR FUNDS	—	$88K	335.72%
VANGUARD INDEX FUNDS	—	$67K	255.73%
SARATOGA ADVANTAGE TRUST	—	$48K	182.01%

Net asset history

Report date	Net assets
2026-05-31	$2.6M
2026-02-28	$2.6M
2025-11-30	$2.6M
2025-08-31	$2.5M
2025-05-31	$2.3M
2025-02-28	$2.3M
2024-11-30	$2.3M
2024-08-31	$2.1M

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