SBFMX Mutual Fund

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, Utilities, Real Estate. 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 Pfd (5.1%), Apollo Global Management Preferred Stock 07/26 6.75 (5.0%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (5.0%), Uber Technologies Inc 0.88% Dec 01, 2028 (4.9%), Barclays Bank Plc, Series Msft (4.1%). 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.