Holdings (Monthly) Guide ↗

Moderately Conservative Balanced Allocation Portfolio

· Saratoga Advantage Trust

Monthly Holdings $994,453 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	23,358	+241	$242K	-1.8%	25.22%	EC
2	DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS	26200X100	Feb 2026	96,571	+2,233	$97K	+2.4%	10.05%	STIV
3	EATON VANCE MUTUAL FUNDS TRUST	277923728	Feb 2026	7,394	+97	$66K	+0.3%	6.90%	EC
4	VANGUARD STAR FUNDS	921909818	Feb 2026	1,052	+1	$49K	+2.5%	5.06%	EC
5	VANGUARD INDEX FUNDS	921937702	Feb 2026	2,647	+26	$27K	-0.6%	2.81%	EC