Which Funds Can SCAAX Replace?

Saratoga Conservative Balanced Allocation Portfolio Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds SCAAX Can Replace

2 funds

FSI > 80 out of 327 similar funds

Competing Fund AUM

$297.0M

Assets in funds SCAAX can compete with and replace

Outperformance Rank

#208

Rank among 327 similar funds

Who Holds Credible Replacements?

0 firms

0 connected advisors

Opportunity analysis

SCAAX can replace 2 funds with FSI above 80 out of 327 similar funds, representing $297.0M in competing fund AUM. Its outperformance rank is #208 among those similar funds. 0 13F firms and 0 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 19.7%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
3.29%
Assets under management
$3.3M

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