SMICX – Saratoga Moderately Cnsrv Bal Allc I Investment Strategy | Morningstar

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Strategy

The investment seeks total return consisting of capital appreciation and income. The Portfolio's main investment strategy is to invest in other Saratoga Advantage Trust mutual funds (the "Saratoga Funds") and/or unaffiliated registered investment companies and exchange-traded funds ("ETFs") (together with the Saratoga Funds, the "underlying funds"). It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SMICX	Saratoga Moderately Conservative Balanced Allocation Portfolio Class I	Institutional	Open			Dec 29, 2017	$660,224.00	1.980%	High	$2,500	−$15,381.55
SMACX	Saratoga Moderately Conservative Balanced Allocation Portfolio Class A	Front Load	Open			Dec 29, 2017	$17.00	2.230%	High	$2,500	$0.19
SBCCX	Saratoga Moderately Conservative Balanced Allocation Portfolio Class C	Level Load	Open			Dec 29, 2017	$279,696.00	2.980%	High	$2,500	$15,511.96

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