SQBAX Mutual Fund

SQBAX Mutual Fund (Saratoga Investment Quality Bond Portfolio Class A) is managed by Saratoga Capital Management, LLC with $151,031.93 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 -2.02%. The 1-year return is 0.24% and the 5-year return is 0.49%. SQBAX dividend yield stands at 1.90%, paid monthly.

SQBAX 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 SQBAX holdings, SQBAX sectors, or SQBAX dividends.

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