SQBAX Mutual Fund

SQBAX Mutual Fund (Saratoga Investment Quality Bond Portfolio Class A) is managed by Saratoga Capital Management, LLC with $148,192.15 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 -4.97%. The 1-year return is -4.56% and the 5-year return is 0.50%. SQBAX dividend yield stands at 2.07%, paid monthly.

SQBAX 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 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.