Weakness in Saratoga Investment Quality 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 most expensive quintile among peers.
- NAV / 1-Day Return 9.14 / 0.11 %
- Total Assets 11.4 Mil
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Adj. Expense Ratio
- Expense Ratio 2.410%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Short-Term Bond
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.15%
- Effective Duration 1.09 years
Morningstar’s Analysis SQBAX
Will SQBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.