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NA: (MF: SAMAX)

(NA) As of NA ET

$NA USD

0 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Zacks Premium Research for SAMAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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MF Report

Fund Description

Incepted in August 1986, the fund is managed by Strong Capital Management Inc. The fund seeks total return by investing for a high level of current income exempt from federal income taxes. The fund invests at least 80% of assets in investment-grade municipal obligations. The fund may invest up to 20% of its assets in bonds subject to alternative minimum tax. The fund distributes dividends monthly and capital gains annually

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Saratoga Modrt Agrsv Bal Allc A SAMAX 5.75 NA 0.00 0.25 0.90 1.24

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
RidgeWorth Intermediate Bond I SAMIX 9.69 12/29/2017 2.56 15.57 13.65 7.03

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Saratoga Modrt Agrsv Bal Allc A SAMAX 2500 0 0 A

Contact Information

Family Saratoga Capital Management
Address 1101 Stewart Ave, Ste 207
Garden City, NJ 11530
Phone 800 807-3863