# Portfolio overlap — SAMIX vs SMACX Comparing **Moderately Aggressive Balanced Allocation Portfolio** (2026-02-28) and **Moderately Conservative Balanced Allocation Portfolio** (2026-02-28). - Shared positions: 9 - Moderately Aggressive Balanced Allocation Portfolio covered by Moderately Conservative Balanced Allocation Portfolio: 0.8968855916652667979646706630 - Moderately Conservative Balanced Allocation Portfolio covered by Moderately Aggressive Balanced Allocation Portfolio: 0.8968855916652667979646706630 ## Moderately Aggressive Balanced Allocation Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | VANG-IN B I-ADM | 0.198870 | ✓ | | SARATOGA-L VAL-I | 0.153930 | ✓ | | SARATOGA-LCG-I | 0.153090 | ✓ | | SARATOGA-M/C-I | 0.134751 | ✓ | | Dreyfus Instl Resv PFD GOVT INSTL | 0.085982 | ✓ | | SARATOGA-S/C-I | 0.073914 | ✓ | | VANG-TO INT-ADM | 0.055943 | ✓ | | EV-GL MAC AR-I | 0.050180 | ✓ | | SARATOGA-A/T T-I | 0.044050 | | | SAT-HL & BIO-I | 0.025254 | | | VAN-ST BD I-ADM | 0.024037 | ✓ | ## Moderately Conservative Balanced Allocation Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | VANG-IN B I-ADM | 0.262612 | ✓ | | SARATOGA-LCG-I | 0.144886 | ✓ | | SARATOGA-L VAL-I | 0.144075 | ✓ | | SARATOGA-M/C-I | 0.132489 | ✓ | | Dreyfus Instl Resv PFD GOVT INSTL | 0.100344 | ✓ | | EV-GL MAC AR-I | 0.070316 | ✓ | | SARATOGA-S/C-I | 0.065923 | ✓ | | VANG-TO INT-ADM | 0.050443 | ✓ | | VAN-ST BD I-ADM | 0.028911 | ✓ | ## Sources - N-PORT (fund A) — accession `0000910472-26-006000` (as of 2026-02-28) - N-PORT (fund B) — accession `0000910472-26-005997` (as of 2026-02-28) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _