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Saratoga Investment Quality Bond C SQBCX

Medalist Rating as of | See Saratoga Investment Hub
  • NAV / 1-Day Return 8.96  /  +0.34 %
  • Total Assets 10.9 Mil
  • Adj. Expense Ratio
  • Expense Ratio 2.680%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.56%
  • Effective Duration 5.13 years

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 1:06 AM GMT+0

Morningstar’s Analysis SQBCX

Will SQBCX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research


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.

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Portfolio Holdings SQBCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 94.5
Top 10 Holdings
% Portfolio Weight
Market Value USD

Vanguard Interm-Term Bond Index Adm

64.68 7.1 Mil

Vanguard Short-Term Bond Index Adm

29.83 3.3 Mil

Dreyfus Instl Preferred Govt MMkt Instl

5.59 612,894
Cash and Equivalents


−0.09 −9,826
Cash and Equivalents