Saratoga Investment Quality Bond Portfolio Class C (SQBCX)

Fund Assets	5.36M
Expense Ratio	2.43%
Min. Investment	$250
Turnover	n/a
Dividend (ttm)	0.06
Dividend Yield	0.67%
Dividend Growth	n/a
Payout Frequency	Quarterly
Ex-Dividend Date	May 1, 2025

Previous Close	9.19
YTD Return	2.32%
1-Year Return	4.06%
5-Year Return	-2.08%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	4
Inception Date	Jan 4, 1999

About SQBCX

SQBCX was founded on 1999-01-04. The Fund's investment strategy focuses on Core Bond with 2.39% total expense ratio. The minimum amount to invest in Saratoga Advantage Trust: Investment Quality Bond Portfolio; Class C Shares is $250 on a standard taxable account. Saratoga Advantage Trust: Investment Quality Bond Portfolio; Class C Shares seeks current income and reasonable stability of principal by investing in investment quality fixed income securities and the active management of such securities.

• Category: Short-Term Bond
• Performance Rating: Low
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: SQBCX
• Share Class: Class C
• Index: Bloomberg Intermediate US Govt/Credit TR

Performance

SQBCX had a total return of 4.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.70%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
SIBPX	Class I	1.48%
SQBAX	Class A	1.91%

Top 10 Holdings

100.00% of assets

Name	Symbol	Weight
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	66.26%
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	32.54%
Dreyfus Institutional Reserves Funds - Dreyfus Institutional Preferred Government Money Market Fund	DSVXX	0.95%
Cash	n/a	0.25%

Dividend History

Ex-Dividend	Amount	Pay Date
May 1, 2025	$0.0093	May 2, 2025
Apr 1, 2025	$0.0097	Apr 2, 2025
Dec 10, 2024	$0.0189	Dec 11, 2024
Dec 2, 2024	$0.0081	Dec 3, 2024
Nov 1, 2024	$0.0103	Nov 4, 2024
Oct 1, 2024	$0.0052	Oct 2, 2024