Moderately Conservative Balanced Allocation Portfolio

Moderately Conservative Balanced Allocation Portfolio is a registered fund series of SARATOGA ADVANTAGE TRUST (series S000060153). Net assets $961K as of 2026-05-31.

Profile

Advisers

Top holdings (9 reported)

HoldingTickerValue% of fund
VANGUARD INDEX FUNDS—$242K2522.42%
SARATOGA ADVANTAGE TRUST—$153K1593.06%
SARATOGA ADVANTAGE TRUST—$131K1367.46%
SARATOGA ADVANTAGE TRUST—$130K1355.84%
DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS—$97K1004.68%
SARATOGA ADVANTAGE TRUST—$70K723.18%
EATON VANCE MUTUAL FUNDS TRUST—$66K689.97%
VANGUARD STAR FUNDS—$49K505.89%
VANGUARD INDEX FUNDS—$27K281.15%

Net asset history

Report dateNet assets
2026-05-31$961K
2026-02-28$936K
2025-11-30$917K
2025-08-31$901K
2025-05-31$868K
2025-02-28$865K
2024-11-30$896K
2024-08-31$864K

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