Advertisement
Skip to Content

Saratoga Municipal Bond A SMBAX

Quantitative rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 8.59  /  0.12 %
  • Total Assets 635,359.0
  • Adj. Expense Ratio
    2.300%
  • Expense Ratio 3.430%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Effective Duration 0.81 years

Morningstar’s Analysis SMBAX

Will SMBAX outperform in future?

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

Summary

|

Weakness in Saratoga Municipal Bond A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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.

Unlock our full analysis with Morningstar Investor