SIBPX Mutual Fund

SIBPX Mutual Fund (Saratoga Investment Quality Bond Portfolio Class I) is managed by Saratoga Capital Management, LLC with $7.2M in net assets. SIBPX expense ratio is 1.81%, holding 3 positions across sectors including Financials. Inception date: 1994-09-01.

SIBPX performance shows a YTD return of -1.79%. The 1-year return is 0.60% and the 5-year return is 0.90%. SIBPX dividend yield stands at 2.14%, paid monthly.

SIBPX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (92.6%), Vanguard Short-Term Bond Index Fund Admiral Shares (4.8%), Dreyfus Institutional Preferred Government Money Market (2.6%). Go to all SIBPX holdings, SIBPX sectors, or SIBPX dividends.

SIBPX can be compared against other funds. Use SIBPX overlap to find shared positions, or SIBPX vs another fund for a side-by-side view. SIBPX alternatives are available via the screener, along with tax-loss harvesting opportunities.