James Alpha Hedged High Income Portfolio — new fund registration

SARATOGA ADVANTAGE TRUST registered 1 new fund series on Form 485APOS, filed 2016-03-11. Featured series: James Alpha Hedged High Income Portfolio.

Registration

• Registrant / trust: SARATOGA ADVANTAGE TRUST
• CIK: 0000924628
• Form: 485APOS
• Filed: 2016-03-11
• State of incorporation: DE
• Accession: 0001580642-16-007618
• Reported net assets: $24.6M

Series & classes (3)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 3.37%
• Management fee: 1.70%
• Net expense ratio: 2.92%
• Other expenses: 1.02%

Investment objective

The primary investment objective of the Portfolio is to seek to provide high current income.

Advisers

• James Alpha Advisors, LLC (Advisor)
• Amundi Pioneer Institutional Asset Management, Inc. (Subadvisor)
• Coherence Capital Partners, LLC. (Subadvisor)
• Concise Capital Management, LP (Subadvisor)

Other filings by this registrant (15)

• 485APOS — 2020-08-14
• NT NPORT-P — 2020-07-31
• NT NPORT-P — 2020-07-31
• 485APOS — 2019-01-25
• 485APOS — 2018-10-29
• 485APOS — 2018-10-29
• 485APOS — 2018-10-29
• 485APOS — 2018-04-18 (4 new series)
• 485APOS — 2018-01-26
• 485APOS — 2018-01-03 (4 new series)
• 485APOS — 2018-01-02
• 485APOS — 2017-12-29

More

• Registrant profile: SARATOGA ADVANTAGE TRUST
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