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SUMCX Chart NMFQS:SUMCX

Allocation--30% to 50% Equity | Saratoga
$11.22
↑ $0.03 (0.27%)
Last Updated: Jun 28, 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 Saratoga Conservative Balanced Allocation Portfolio Class C (SUMCX) fund's overview page.


Performance Summary

YTD Return 1.54%
1-Year Return 9.70%
3-Year Return 8.52%
5-Year Return 4.13%
NAV $11.22
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 2026-03-31