SBFMX Mutual Fund

SBFMX Mutual Fund (Victory Investment Grade Convertible Fund Member Class) is managed by Victory Capital Management Inc. with $2.3M in net assets. SBFMX expense ratio is 1.10%, holding 60 positions across sectors including Financials, Information Technology, Utilities. Inception date: 2020-11-02.

SBFMX performance shows a YTD return of 3.10%. The 1-year return is 4.33% and the 5-year return is 3.16%. SBFMX dividend yield stands at 3.13%, paid quarterly.

SBFMX 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 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.