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Saratoga Investment Quality Bond Portfolio (SQBCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
8.830.00 (0.00%)
At close: 08:00PM EDT

Saratoga Investment Quality Bond Portfolio

Omaha, Nebraska 68137

4020 South 147th Street, Suite #2

Saratoga Advantage Trust

Management Information
Jonathan W. Ventimiglia,Lead Manager since March 4, 2018
Mr. Ventimiglia is the Chief Financial Officer and Chief Compliance Officer for Saratoga Capital Management, LLC (“Saratoga”). Mr. Ventimiglia joined Saratoga full-time in September of 2005. Mr. Ventimiglia helps lead the firm’s sales and marketing, distribution, financial oversight, compliance, and portfolio management functions. He was responsible for developing Saratoga’s economic research reports and managed the build-out of the most recent version of the firm’s asset allocation software, SaratogaSHARP©. In addition to performing his services for Saratoga, Mr. Ventimiglia provided consulting services to BALCONY (the Business & Labor Coalition of New York) from 2006 to 2011. Mr. Ventimiglia received his B.A. from Wesleyan University in Middletown, CT, where he was a member of the varsity baseball team and Psi Upsilon fraternity.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryShort-Term Bond
Fund FamilySaratoga
Net Assets10.98M
YTD Return-1.30%
Morningstar Rating
Inception DateJan 3, 1999

Fund Operations

Last Dividend0.03
Last Cap Gain-3.00
Holdings Turnover1.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSQBCXCategory Average
Annual Report Expense Ratio (net)3.01%0.68%
Prospectus Net Expense Ratio3.01%N/A
Prospectus Gross Expense Ratio3.01%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A2.59%
Max Deferred Sales LoadN/A1.12%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A