Saratoga Conservative Balanced Allocation Portfolio Class C (SUMCX) Chart

3M 6M YTD 1Y 5Y 10Y Max

YTD Return 1.54%

1-Year Return 10.90%

3-Year Return 8.41%

5-Year Return 4.87%

NAV $11.22

Previous Close $11.25

Net Assets $2.20 Million

Expense Ratio 2.75%

Dividend Yield 0.02%

Morning Star Rating -

Inception Date -

Update Date 2025-12-31

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