SIBPX Mutual Fund

SIBPX Mutual Fund (Saratoga Investment Quality Bond Portfolio Class I) is managed by Saratoga Capital Management, LLC with $7.1M 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 -4.65%. The 1-year return is -4.05% and the 5-year return is 1.12%. SIBPX dividend yield stands at 2.31%, paid monthly.

SIBPX top holdings include Vanguard Bond Index Funds Vang-In B I-Adm (93.0%), Vanguard Short-Term Bond Index Fund Admiral Shares (5.1%), Dreyfus Institutional Preferred Government Money Market (1.9%). 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.