- What does SBFCX invest in?
- Under normal circumstances, the fund will invest at least 80% of its assets in investment grade securities convertible into common stock and synthetic convertible securities, which are derivative positions composed of two or more securities with investment characteristics that, when taken together, resemble those of traditional convertible securities.
- What is the expense ratio of SBFCX?
- Victory Investment Grade Convertible Fund Class A (SBFCX) charges an expense ratio of 1.27%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SBFCX?
- Victory Investment Grade Convertible Fund Class A (SBFCX) manages $236.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SBFCX actively managed or an index fund?
- SBFCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SBFCX launched?
- Victory Investment Grade Convertible Fund Class A (SBFCX) launched in April 1988 and is managed by Victory Capital.
- How has SBFCX performed?
- SBFCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
