SBFCX Mutual Fund

SBFCX Mutual Fund (Victory Investment Grade Convertible Fund Class A) is managed by Victory Capital Management Inc. with $12.5M in net assets. SBFCX expense ratio is 1.27%, holding 60 positions across sectors including Financials, Information Technology, Utilities. Inception date: 1988-04-14.

SBFCX performance shows a YTD return of 2.97%. The 1-year return is 4.16% and the 5-year return is 3.01%. SBFCX dividend yield stands at 3.13%, paid quarterly.

SBFCX top holdings include 'bank of America Corp.0.0725 Preferred Series 'l' Convert' (5.2%), Uber Technologies Inc 0.88% Dec 01, 2028 (5.1%), Welltower Op Llc Conv. Note 05/15/2028 (4.9%), Wells Fargo & Co., 7.50% Non-Cumul Perp Conv Cl A Preferred Stock, Series L (4.6%), Vishay Intertechnology, Inc., Convertible 2.25% 2030-09-15 (4.5%). 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.