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SUMCX Chart NMFQS:SUMCX

Allocation--30% to 50% Equity | Saratoga
$11.19
↑ $0.00 (0.00%)
Last Updated: Feb 11, 2026

SUMCX Price Chart

3M 6M YTD 1Y 5Y 10Y Max
This chart displays NAV data for Saratoga Conservative Balanced Allocation Portfolio Class C (SUMCX). For complete fund information and metrics, visit the fund's overview page.


Performance Summary

YTD Return 1.27%
1-Year Return 9.21%
3-Year Return 8.24%
5-Year Return 5.08%
NAV $11.19
Previous Close $11.19

Fund Metrics

Net Assets $2.20 Million
Expense Ratio 2.75%
Dividend Yield 0.02%
Morning Star Rating -
Inception Date -
Update Date 2025-12-31