# 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

- Series ID: S000060153
- Registrant: SARATOGA ADVANTAGE TRUST
- LEI: 549300JK5HWV5EWUC113
- Net assets: $961K
- Total assets: $994K
- As of: 2026-05-31
- Type: Fund of funds

## Advisers

- [Saratoga Capital Management, LLC (Advisor)](https://search.stillhousedata.com/firm/112021)

## Top holdings (9 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD INDEX FUNDS](https://search.stillhousedata.com/security/921937801) | — | $242K | 2522.42% |
| [SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/security/803431501) | — | $153K | 1593.06% |
| [SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/security/803431535) | — | $131K | 1367.46% |
| [SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/security/803431402) | — | $130K | 1355.84% |
| [DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS](https://search.stillhousedata.com/security/26200X100) | — | $97K | 1004.68% |
| [SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/security/803431600) | — | $70K | 723.18% |
| [EATON VANCE MUTUAL FUNDS TRUST](https://search.stillhousedata.com/security/277923728) | — | $66K | 689.97% |
| [VANGUARD STAR FUNDS](https://search.stillhousedata.com/security/921909818) | — | $49K | 505.89% |
| [VANGUARD INDEX FUNDS](https://search.stillhousedata.com/security/921937702) | — | $27K | 281.15% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/registrant/924628)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000060153.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.