SBFCX Mutual Fund
SBFCX Mutual Fund
Victory Investment Grade Convertible Fund Class A
SBFCX Mutual Fund Overview
SBFCX Mutual Fund (Victory Investment Grade Convertible Fund Class A) is managed by Victory Capital Management Inc. with $13.8M in net assets. SBFCX expense ratio is 1.27%, holding 55 positions across sectors including Other, Financials, Utilities. Inception date: 1988-04-14.
SBFCX performance shows a YTD return of 4.35%. The 1-year return is 9.60% and the 5-year return is 3.77%. SBFCX dividend yield stands at 3.09%, paid quarterly.
SBFCX top holdings include Bank Of America Corp (5.7%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (5.2%), Uber Technologies Inc 0.88% Dec 01, 2028 (5.2%), Apollo Global Management, Inc., Series A, Pfd. (4.4%), Barclays Bank Plc 1 2029-02-16 (3.9%). View all SBFCX holdings, sector breakdown, or dividend history.
SBFCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.