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 55 positions across sectors including Other, Financials, Utilities. Inception date: 2020-11-02.

SBFMX performance shows a YTD return of 4.47%. The 1-year return is 8.70% and the 5-year return is 3.55%. SBFMX dividend yield stands at 3.09%, paid quarterly.

SBFMX 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 SBFMX holdings, sector breakdown, or dividend history.

SBFMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.