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Saratoga Investment Quality Bond A SQBAX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 9.15  /  −0.11 %
  • Total Assets 10.8 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
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.07%
  • Effective Duration 5.07 years

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM 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

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 94.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Interm-Term Bond Index Adm

64.37 7.1 Mil

Vanguard Short-Term Bond Index Adm

29.94 3.3 Mil

Dreyfus Instl Preferred Govt MMkt Instl

5.79 637,288
Cash and Equivalents

Cash

−0.10 −10,655
Cash and Equivalents