SBFMX Mutual Fund

SBFMX Mutual Fund

NAV$18.77
See how much of SBFMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 56 holdings · as of Sep 30, 2026
Top 10 weight
44.14%
SBFMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Bank Of America Corp Preferred Stock 7.25Financials · Banks
5.49%		5.5%9,810$11.98MFinancialsBanks
2DebtUber Technologies Inc Sr Unsecured 12/28 0.875Info Tech · IT Services
5.30%		10.8%10,085,000$11.56MInfo TechIT Services
Sector and industry · Pro
3—Welltower Op Llc Conv. Note 05/15/2028
4.91%		15.7%4,425,000$10.70M
4—Wells Fargo & Co. 7.50% Preferred
4.65%		20.4%9,394$10.14M
5—Meritage Homes Corp Company Guar 05/28 1.75
4.20%		24.6%9,550,000$9.16M
6—Barclays Bank Plc 1 2029-02-16
4.18%		28.7%8,225,000$9.12M
7—Ares Management Corp Preferred Stock 10/27 6.75
4.03%		32.8%228,780$8.78M
8DebtEnvista Holdings Corp Sr Unsecured 08/28 1.75
4.00%		36.8%9,100,000$8.72M
9
KKRD
Kkr and Co Inc Ser D 6.25% Pc
3.79%		40.5%196,195$8.26M
10DebtGlobal Payments Inc Sr Unsecured 03/31 1.5
3.59%		44.1%8,788,000$7.83M
More holdings · Pro
FundXLS Pro
See the other 46 holdings of SBFMX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Global BankingInterest RatesLending & CreditPaymentsCybersecurityMobility as a ServiceSharing EconomyUrbanizationChanging WorkInternet & DigitalAging PopulationInfrastructureInflation ProtectionDigital BankingAsset Management

SBFMX Mutual Fund Top Holdings

SBFMX holdings top 10 positions. The top 10 holdings account for 44.1% of the fund, led by Bank Of America Corp Preferred Stock 7.25 at 5.5%, Uber Technologies Inc Sr Unsecured 12/28 0.875 0.875 12/01/2028 at 5.3%, Welltower Op Llc Conv. Note 05/15/2028 at 4.9%.

SBFMX portfolio concentration is moderate, with the top 10 representing 44.1% of total assets. The largest sector exposure is Financials at 26.6%.

SBFMX sectors provide a detailed breakdown. SBFMX overlap shows how holdings compare to other funds in your portfolio.