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Saratoga Investment Quality Bond Portfolio: (MF: SIBPX)

(NASDAQ Mutual Funds) As of Aug 20, 2024 08:00 PM ET

$9.48 USD

+0.02 (0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Zacks Premium Research for SIBPX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Saratoga Investment Quality Bond I SIBPX NA NA 0.00 0.00 0.55 1.52

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Saratoga Investment Quality Bond I SIBPX 9.48 11/17/1997 1.73 4.35 0.25 0.83
Saratoga Investment Quality Bond A SQBAX 9.32 3/22/2006 1.36 3.87 -0.16 0.43
Saratoga Investment Quality Bond C SQBCX 9.23 2/11/1999 0.29 3.23 -0.78 -0.17

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Saratoga Investment Quality Bond I SIBPX 250 0 0 M

Contact Information

Family Saratoga Capital Management
Address 1101 Stewart Ave, Ste 207
Garden City, NJ 11530
Phone 800 807-3863