Saratoga Investment Quality Bond PortfolioSQBAX

MUTUAL FUNDSaratoga
Type
Mutual fund
Peer group
Allocation
Net assets
$8.5M
Expense ratio
2.22%
1-year return
+5.4%
3 years, a year
+3.3%
5 years, a year
+1.1%
Holdings
3

What it aims to do.

The Investment Quality Bond Portfolio seeks current income and reasonable stability of principal.

Top 10 holdings.

Holding% of fund
Vanguard Bond Index Funds90.94%
Dreyfus Instl Resv4.59%
Vanguard Bond Index Funds4.44%

More on SQBAX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.