Funds SAMAX Can Replace
29 funds
FSI > 80 out of 1,477 similar funds
Which Funds Can SAMAX Replace?
Saratoga Moderately Aggressive Balanced Allocation Portfolio Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.
Competing Fund AUM
$22.11B
Assets in funds SAMAX can compete with and replace
Outperformance Rank
#1,197
Rank among 1,477 similar funds
Who Holds Credible Replacements?
20 firms
782 connected advisors
Opportunity analysis
SAMAX can replace 29 funds with FSI above 80 out of 1,477 similar funds, representing $22.11B in competing fund AUM. Its outperformance rank is #1,197 among those similar funds. 20 13F firms and 782 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 7.0%.
Fund details
- Vehicle
- Mutual fund
- Issuer
- nan
- Focus
- —
- Net expense ratio
- 4.48%
- Assets under management
- $1.3M