Saratoga Investment Quality Bond I
1101 Stewart Ave Mineola, NY 11501-4803
Map
Phone: 800-807-3863
| Category: | Intermediate-Term Bond | | Fund Family: | Saratoga | | Net Assets: | 14.43M | | Year-to-Date Return: | 6.97% | | Yield: | 2.69% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Sep-94 |
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Douglas P. Edler
Lead Manager since
31-Dec-99 | | | Edler is a principal, managing director and a member of the Fox Asset Management's Investment Committee. He is directly involved in the analysis of fixed income markets as well as all areas of equity research. Edler manages equity, balanced and fixed income portfolios. He was formerly a vice president and portfolio manager for J.P. Morgan, where he was part of the team that managed the firm?s proprietary $30 billion U.S. Fixed Income Portfolio. Edler holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks current income and stability of principal. The fund normally invests at least 80% of assets in investment-grade fixed-income securities, mortgage pass-through securities or non-rated securities to be of comparable quality. The average maturity may range between three and ten years. It may invest up to 5% of assets in fixed-income securities rated lower than investment grade, commonly known as "junk bonds." |
| Last Dividend
(30-Nov-09):
| 0.02 | | Last Cap Gain
(14-Dec-05):
| 0.06 | | Annual Holdings Turnover
| 45.00% | | Average for Category:
| 226.70% |
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| Expense | SIBPX | Category
Avg | | Total Expense Ratio: | %
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.17% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $460 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $712 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,435 |
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