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    Saratoga Investment Quality Bond C (SQBCX)

    9.69 Up 0.02(0.21%) Jul 2
    Prev Close:9.67
    YTD Return*:0.69%
    Net Assets*:9.53M
    Yield*:0.12%

    * As of 31-May-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for SQBCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    FNMA 4.875%4.72N/A
    US Treasury Note 3.625%4.13N/A
    US Treasury Note 3.75%4.07N/A
    General Elec Cap Corp Mtn Be 5.5%3.74N/A
    Bb&T 4.9%3.70N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:9.53M
    Category:Intermediate-Term Bond
    Annual Report Expense Ratio (net):2.27%

    Performance & Risk

    YTD Return:0.69%
    5y Avg Return:0.80%
    Rank in Category (ytd):86
    % Rank in Category (ytd):7.99%
    Beta (3y):0.51
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks current income and reasonable stability of principal. The Portfolio will normally invest at least 80% of its assets in investment grade fixed-income securities, mortgage pass-through securities or non-rated securities considered by the Adviser to be of comparable quality. The average maturity of the securities held by the Portfolio may range from three to ten years. Mortgage pass-through securities are mortgage-backed securities that represent a participation interest in a pool of residential mortgage loans originated by the U.S. government or private lenders such as banks. View More
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