Saratoga Municipal Bond Portfolio Fund Class Institutional
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Rating
Reward
Risk
Fund Information
Fund Type
Category
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Prospectus Objective
Inception Date
Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Saratoga
Manager/Tenure
(Years)
(Years)
Bruce E. Ventimiglia (7), Stephen Ventimiglia (7), Jonathan W. Ventimiglia (7)
Website
Address
Saratoga
New York NY - 10005
New York NY - 10005
Country
United States
Phone Number
800-807-3863
Investment Strategy
The investment seeks a high level of interest income that is excluded from federal income taxation to the extent consistent with prudent investment management and the preservation of capital. The Portfolio is a "fund of funds." The Portfolio's main investment strategy is to invest in unaffiliated registered investment companies and ETFs (the "underlying funds"). As a matter of fundamental policy, the Portfolio will normally invest at least 80% of its total assets in securities that pay interest exempt from federal income taxes. The Manager generally invests the Portfolio's assets in underlying funds that invest in municipal obligations.