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Holdings (Monthly) Guide ↗

Moderately Aggressive Balanced Allocation Portfolio

· Saratoga Advantage Trust
Monthly Holdings $1M AUM 5 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 5 Added · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 VANGUARD INDEX FUNDS 921937801 Feb 2026 24,656 +254 $256K -1.8% 18.96% EC
2 DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS 26200X100 Feb 2026 115,715 +3,037 $116K +2.7% 8.57% STIV
3 VANGUARD STAR FUNDS 921909818 Feb 2026 1,626 +2 $75K +2.5% 5.57% EC
4 EATON VANCE MUTUAL FUNDS TRUST 277923728 Feb 2026 7,355 +96 $66K +0.3% 4.89% EC
5 VANGUARD INDEX FUNDS 921937702 Feb 2026 3,067 +30 $31K -0.6% 2.32% EC