Moderately Aggressive Balanced Allocation Portfolio

Moderately Aggressive Balanced Allocation Portfolio is a registered fund series of SARATOGA ADVANTAGE TRUST (series S000060152). Net assets $1.3M as of 2026-05-31.

Profile

Series ID: S000060152
Registrant: SARATOGA ADVANTAGE TRUST
LEI: 549300A15ZS4E6GR3E06
Net assets: $1.3M
Total assets: $1.4M
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	—	$256K	1896.47%
SARATOGA ADVANTAGE TRUST	—	$226K	1671.19%
SARATOGA ADVANTAGE TRUST	—	$194K	1438.19%
SARATOGA ADVANTAGE TRUST	—	$186K	1380.83%
DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS	—	$116K	857.45%
SARATOGA ADVANTAGE TRUST	—	$109K	805.02%
VANGUARD STAR FUNDS	—	$75K	557.01%
SARATOGA ADVANTAGE TRUST	—	$68K	504.34%
EATON VANCE MUTUAL FUNDS TRUST	—	$66K	488.86%
VANGUARD INDEX FUNDS	—	$31K	232.07%
SARATOGA ADVANTAGE TRUST	—	$31K	228.73%

Net asset history

Report date	Net assets
2026-05-31	$1.3M
2026-02-28	$1.3M
2025-11-30	$1.3M
2025-08-31	$1.3M
2025-05-31	$1.2M
2025-02-28	$1.2M
2024-11-30	$1.2M
2024-08-31	$1.1M

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