SIBPX Mutual Fund (Saratoga Investment Quality Bond Portfolio Class I) is managed by Saratoga Capital Management, LLC with $7.4M 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 -0.54%. The 1-year return is 1.51% and the 5-year return is 1.34%. SIBPX dividend yield stands at 2.04%, paid monthly.

SIBPX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (92.1%), Vanguard Short-Term Bond Index Fund Admiral Shares (4.8%), Dreyfus Institutional Preferred Government Money Market (3.2%). View all SIBPX holdings, sector breakdown, or dividend history.

SIBPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SIBPX alternatives are available via the screener, along with tax-loss harvesting opportunities.