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Saratoga Investment Quality Bond A SQBAX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 8.97  /  +0.11 %
  • Total Assets 10.6 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.07%
  • Effective Duration 5.08 years

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis SQBAX

Will SQBAX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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 SQBAX