SQBAX Mutual Fund
SQBAX Mutual Fund
Saratoga Investment Quality Bond Portfolio Class A
SQBAX Mutual Fund Overview
SQBAX Mutual Fund (Saratoga Investment Quality Bond Portfolio Class A) is managed by Saratoga Capital Management, LLC with $150,385.86 in net assets. SQBAX expense ratio is 2.22%, holding 3 positions across sectors including Financials. Inception date: 2006-02-14.
SQBAX performance shows a YTD return of -0.71%. The 1-year return is 1.16% and the 5-year return is 0.68%. SQBAX dividend yield stands at 1.81%, paid monthly.
SQBAX 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 SQBAX holdings, sector breakdown, or dividend history.
SQBAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SQBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.