SBFCX Mutual Fund

SBFCX Mutual Fund (Victory Investment Grade Convertible Fund Class A) is managed by Victory Capital Management Inc. with $13.2M in net assets. SBFCX expense ratio is 1.27%, holding 51 positions across sectors including Financials, Utilities, Real Estate. Inception date: 1988-04-14.

SBFCX performance shows a YTD return of 3.47%. The 1-year return is 5.40% and the 5-year return is 3.14%. SBFCX dividend yield stands at 3.12%, paid quarterly.

SBFCX top holdings include Bank Of America Corp Pfd (5.1%), Apollo Global Management Preferred Stock 07/26 6.75 (5.0%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (5.0%), Uber Technologies Inc 0.88% Dec 01, 2028 (4.9%), Barclays Bank Plc, Series Msft (4.1%). Go to all SBFCX holdings, SBFCX sectors, or SBFCX dividends.

SBFCX can be compared against other funds. Use SBFCX overlap to find shared positions, or SBFCX vs another fund for a side-by-side view. SBFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.