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Saratoga Investment Quality Bond C SQBCX

Quantitative rating as of
  • NAV / 1-Day Return 9.02  /  0.05 %
  • Total Assets 11.4 Mil
  • Adj. Expense Ratio
    2.900%
  • Expense Ratio 3.010%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield < 0.01%
  • Effective Duration 1.09 years

Morningstar’s Analysis SQBCX

Will SQBCX outperform in future?

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

Summary

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Weakness in Saratoga Investment Quality Bond C'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.

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