# SARATOGA ADVANTAGE TRUST

SARATOGA ADVANTAGE TRUST (CIK 924628) is an SEC-registered fund company with 28 reporting fund series and $1.3B in net assets as of 2026-05-31.

## Registrant

- CIK: 924628
- File number: 811-08542
- LEI: 549300ELDSPPW4ZGNR88
- Address: 12725 W. Indian School Road, AVONDALE, US-AZ, 85392
- Phone: 623-266-4567
- Net assets: $1.3B
- Total assets: $1.4B
- Fund series: 28
- Latest report: 2026-05-31

## Fund series (28)

_Showing 25 of 28 series._

| Series | Net assets |
| --- | --- |
| [James Alpha Global Real Estate Investments Portfolio](https://search.stillhousedata.com/fund/S000033377) | $787.3M |
| [James Alpha Structured Credit Value Portfolio](https://search.stillhousedata.com/fund/S000062280) | $222.0M |
| [Saratoga Technology & Communication Portfolio](https://search.stillhousedata.com/fund/S000010886) | $42.8M |
| [James Alpha Managed Risk Domestic Equity Portfolio](https://search.stillhousedata.com/fund/S000049847) | $42.0M |
| [Saratoga Large Capitalization Growth Portfolio](https://search.stillhousedata.com/fund/S000010890) | $36.4M |
| [James Alpha Hedged High Income Portfolio](https://search.stillhousedata.com/fund/S000053933) | $24.6M |
| [Saratoga Large Capitalization Value Portfolio](https://search.stillhousedata.com/fund/S000010889) | $15.2M |
| [James Alpha Multi Strategy Alternative Income Portfolio](https://search.stillhousedata.com/fund/S000046239) | $14.3M |
| [James Alpha Total Hedge Portfolio](https://search.stillhousedata.com/fund/S000055319) | $11.6M |
| [Saratoga Mid Capitalization Portfolio](https://search.stillhousedata.com/fund/S000010885) | $11.2M |
| [Saratoga Health & Biotechnology Fund](https://search.stillhousedata.com/fund/S000010884) | $10.5M |
| [James Alpha Macro Portfolio](https://search.stillhousedata.com/fund/S000030697) | $10.4M |
| [Saratoga Investment Quality Bond Portfolio](https://search.stillhousedata.com/fund/S000010887) | $7.8M |
| [Saratoga Small Capitalization Portfolio](https://search.stillhousedata.com/fund/S000010891) | $7.3M |
| [James Alpha Relative Value Portfolio](https://search.stillhousedata.com/fund/S000055318) | $7.1M |
| [James Alpha EHS Fund](https://search.stillhousedata.com/fund/S000055316) | $4.5M |
| [James Alpha Family Office Portfolio](https://search.stillhousedata.com/fund/S000049849) | $4.5M |
| [James Alpha Event Driven Fund](https://search.stillhousedata.com/fund/S000055317) | $4.3M |
| [James Alpha Managed Risk Emerging Markets Equity Portfolio](https://search.stillhousedata.com/fund/S000049848) | $3.6M |
| [Saratoga International Equity Portfolio](https://search.stillhousedata.com/fund/S000010892) | $3.5M |
| [Conservative Balanced Allocation Portfolio](https://search.stillhousedata.com/fund/S000060150) | $3.3M |
| [Moderate Balanced Allocation Portfolio](https://search.stillhousedata.com/fund/S000060151) | $2.6M |
| [Aggressive Balanced Allocation Portfolio](https://search.stillhousedata.com/fund/S000060149) | $1.9M |
| [Moderately Aggressive Balanced Allocation Portfolio](https://search.stillhousedata.com/fund/S000060152) | $1.3M |
| [Moderately Conservative Balanced Allocation Portfolio](https://search.stillhousedata.com/fund/S000060153) | $961K |

## Largest reported holdings (across all series)

| Holding | Value |
| --- | --- |
| [VANGUARD INDEX FUNDS](https://search.stillhousedata.com/security/921937801) | $7.2M |
| [VANGUARD INDEX FUNDS](https://search.stillhousedata.com/security/921937702) | $374K |
| [DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS](https://search.stillhousedata.com/security/26200X100) | $251K |

## More

- [CIK 924628 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=924628&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/registrant/924628.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.