Victory INCORE Investment Grade Convertible Fund Class A (SBFCX) belongs to the Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SBFCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SBFCX
SBFCX charges 1.39% annually. There are 23 mutual funds in the Convertible Bonds category with lower expense ratios, going as low as 0.59%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Convertible Securities Fund Class... | 0.59% | — | Oct 2018 | SBFCX vs FIQVX | |
| Fidelity Convertible Securities Fund | 0.67% | — | Jan 1987 | SBFCX vs FCVSX | |
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | SBFCX vs CNSDX | |
| Fidelity Advisor Convertible Securities Fund Class... | 0.70% | — | Feb 2009 | SBFCX vs FICVX | |
| Virtus Convertible Fund | 0.71% | — | Apr 1993 | SBFCX vs ANNPX |
Best Risk-Adjusted Alternatives to SBFCX
SBFCX has a PortfoliosLab risk / return rank of 23. There are 26 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | 100 | — | Aug 2017 | SBFCX vs ARBIX | |
| Miller Convertible Bond Fund | 92 | — | Dec 2007 | SBFCX vs MCIFX | |
| Calamos Global Convertible Fund | 85 | — | Dec 2014 | SBFCX vs CXGCX | |
| Calamos Convertible Opportunities and Income Fund | 82 | — | Jun 1997 | SBFCX vs CHI | |
| Virtus Convertible Fund | 78 | — | Apr 1993 | SBFCX vs ANNPX |
Top Performing SBFCX Alternatives (YTD)
SBFCX is at 3.98% YTD. There are 28 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 25.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 25.35% | — | Jun 1997 | SBFCX vs CHI | |
| Calamos Convertible Fund | 17.72% | — | Jun 1997 | SBFCX vs CICVX | |
| Calamos Convertible Fund | 17.57% | — | Jun 1985 | SBFCX vs CCVIX | |
| Columbia Convertible Securities Fund | 16.64% | — | Sep 1987 | SBFCX vs PACIX | |
| Calamos Convertible and High Income Closed Fund | 16.46% | — | May 2003 | SBFCX vs CHY |
Lowest Volatility Alternatives to SBFCX
SBFCX has 6.42% 1-year volatility. There are 2 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 1.25%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | 1.25% | — | Aug 2017 | SBFCX vs ARBIX | |
| Miller Convertible Bond Fund | 5.37% | — | Dec 2007 | SBFCX vs MCIFX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | 6.60% | — | Dec 2014 | SBFCX vs LEOOX | |
| Rational/Pier 88 Convertible Securities Fund | 7.20% | — | Dec 2019 | SBFCX vs PBXIX | |
| Calamos Global Convertible Fund | 10.98% | — | Dec 2014 | SBFCX vs CXGCX |
Lowest Drawdown Alternatives to SBFCX
SBFCX has a 1-year max drawdown of -4.28%. There are 2 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | -0.51% | — | Aug 2017 | SBFCX vs ARBIX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | -3.97% | — | Dec 2014 | SBFCX vs LEOOX | |
| Miller Convertible Bond Fund | -4.53% | — | Dec 2007 | SBFCX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | SBFCX vs PBXIX | |
| Calamos Global Convertible Fund | -5.75% | — | Dec 2014 | SBFCX vs CXGCX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 38 | 11.42% | — | Oct 2000 | SBFCX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 59 | 9.34% | — | May 1996 | SBFCX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.19% | — | Jan 2023 | SBFCX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 10 | 1.29% | — | Oct 1981 | SBFCX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 27.93% | — | Nov 1995 | SBFCX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 32 | -10.35% | — | Aug 1984 | SBFCX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 78 | 5.25% | — | Jan 1989 | SBFCX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 7 | -2.61% | — | Apr 1971 | SBFCX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 79 | 8.69% | — | Aug 1984 | SBFCX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 78 | 1.66% | — | Aug 1999 | SBFCX vs USHYX |
Often Compared With SBFCX
Investors most often compare SBFCX with FPEIX, DPIIX, FACVX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SBFCX with Any Fund or Stock
Compare SBFCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBFCX with funds that move differently
Victory INCORE Investment Grade Convertible Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBFCX.
Explore SBFCX Diversifiers