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Saratoga Advantage Trust

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
137044280

Funds

Data from SEC filings
Series Ticker %Monthly Return ? $Assets #Holdings As of
Aggressive Balanced Allocation Portfolio SABAX, SABCX, SABIX 2.6 3.19 0.58 1.02M 12 May 2021
Conservative Balanced Allocation Portfolio SCAAX, SUMCX, LUNAX 1.87 2.16 0.2 2.74M 8 May 2021
James Alpha EHS Fund JAHAX, JAHCX, JEHIX, JAHSX 4.67 1.83 1.84 4.76M 107 Feb 2021
James Alpha Event Driven Fund JAEAX, JAECX, JAEIX, JAESX 2.24 0.69 1.39 8.99M 63 Feb 2021
James Alpha Family Office Portfolio JFOIX, JFOAX, JFOCX, JFOSX 4.23 0.31 2.52 4.51M 50 Feb 2021
James Alpha Global Real Estate Investments Portfolio JARIX, JAREX, JACRX, JARSX 3.36 -1.08 6.89 816.92M 62 Feb 2021
James Alpha Hedged High Income Portfolio INCAX, INCCX, INCIX, INCSX 1.88 1.08 0.81 29.38M 215 Feb 2021
James Alpha Macro Portfolio GRRIX, GRRAX, GRRCX, GRRSX 3.35 0.08 2.99 20.98M 64 Feb 2021
James Alpha Managed Risk Domestic Equity Portfolio JDIEX, JDAEX, JDCEX, JDSEX 1.18 0.15 1.25 61.28M 14 Feb 2021
James Alpha Managed Risk Emerging Markets Equity Portfolio JEIMX, JEAMX, JECMX, JESMX 2.11 1.41 -0.64 6.82M 8 Feb 2021
James Alpha Multi Strategy Alternative Income Portfolio JAIMX, JAAMX, JACMX, JASMX 2.69 0.62 1.25 19.61M 281 Feb 2021
James Alpha Relative Value Portfolio JRVAX, JRVCX, JRVIX, JRSVX 1.19 0.5 0.18 10.76M 52 Feb 2021
James Alpha Structured Credit Value Portfolio JASVX, JSVCX, JSVIX, JASSX 0.65 1.76 0.64 224.62M 466 Feb 2021
James Alpha Total Hedge Portfolio JTHAX, JTHCX, JTHIX, JTHSX 3.47 1.14 1.59 13.87M 183 Feb 2021
Moderate Balanced Allocation Portfolio SMPAX, SBMCX, SBMIX 2.37 2.85 0.33 1.76M 12 May 2021
Moderately Aggressive Balanced Allocation Portfolio SAMAX, SAMCX, SAMIX 2.42 2.99 0.41 891.08K 12 May 2021
Moderately Conservative Balanced Allocation Portfolio SMACX, SBCCX, SMICX 2.1 2.47 0.28 790.12K 8 May 2021
Saratoga Energy & Basic Materials Portfolio SEPIX, SEPCX, SBMBX -0.57 -4.33 -0.1 1.39M 47 Aug 2021
Saratoga Financial Services Portfolio SFPIX, SFPCX, SFPAX -3.28 -0.66 5.05 1.64M 48 Aug 2021
Saratoga Health & Biotechnology Fund SBHIX, SHPCX, SHPAX 2.74 2.57 1.68 13.82M 30 Aug 2021
Saratoga International Equity Portfolio SIEYX, SIEPX, SIECX -1.85 -2 4.23 4.62M 45 Aug 2021
Saratoga Investment Quality Bond Portfolio SQBAX, SIBPX, SQBCX -0.17 -0.14 -0.17 12.28M 3 Aug 2021
Saratoga Large Capitalization Growth Portfolio SLGYX, SLCGX, SLGCX 4.05 4.81 -0.63 27.77M 55 May 2021
Saratoga Large Capitalization Value Portfolio SLVYX, SLCVX, SLVCX 4.87 4.99 0.6 19.61M 23 May 2021
Saratoga Mid Capitalization Portfolio SMIPX, SPMCX, SPMAX -0.59 -0.47 1.53 12.86M 64 Aug 2021
Saratoga Municipal Bond Portfolio SMBAX, SMBPX, SMBCX -0.18 -0.07 -0.26 899.07K 3 Aug 2021
Saratoga Small Capitalization Portfolio SSCYX, SSCPX, SSCCX -1.08 -0.38 1.7 6.74M 103 Aug 2021
Saratoga Technology & Communication Portfolio STPIX, STPCX, STPAX 4.28 2.08 3.17 65.87M 29 Aug 2021

Calendar

28 Jul 21
23 Oct 21
31 Aug 22

Current reports

No filings