SBFMX Mutual Fund
SBFMX Mutual Fund
SBFMX Mutual Fund
Victory Investment Grade Convertible Fund Member Class
SBFMX Mutual Fund Overview
SBFMX Mutual Fund (Victory Investment Grade Convertible Fund Member Class) is managed by Victory Capital Management Inc. with $2.4M in net assets. SBFMX expense ratio is 1.10%, holding 51 positions across sectors including Financials, Information Technology, Utilities. Inception date: 2020-11-02.
SBFMX performance shows a YTD return of 3.57%. The 1-year return is 5.58% and the 5-year return is 3.31%. SBFMX dividend yield stands at 3.12%, paid quarterly.
SBFMX top holdings include Bank Of America Corp Preferred Stock 7.25 (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., Class A, Series L, Conv. Pfd. (4.6%), Vishay Intertechnology, Inc., Convertible 2.25% 2030-09-15 (4.5%). Go to all SBFMX holdings, SBFMX sectors, or SBFMX dividends.
SBFMX can be compared against other funds. Use SBFMX overlap to find shared positions, or SBFMX vs another fund for a side-by-side view. SBFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.