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Saratoga Investment Quality Bond I SIBPX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 9.22  /  0.22 %
  • Total Assets 10.9 Mil
  • Adj. Expense Ratio
  • Expense Ratio 2.010%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.55%
  • Effective Duration 2.97 years

Morningstar’s Analysis SIBPX

Will SIBPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Saratoga Investment Quality Bond I's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research


Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings SIBPX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 98.8
Top 10 Holdings
% Portfolio Weight
Market Value USD

Vanguard Short-Term Bond Index Adm


Vanguard Interm-Term Bond Index Adm


Dreyfus Instl Preferred Govt MMkt Instl

Cash and Equivalents


Cash and Equivalents