SBFCX Alternatives & Similar Mutual Funds

Victory INCORE Investment Grade Convertible Fund Class A (SBFCX) belongs to the Preferred Stock/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 16 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	SBFCX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	SBFCX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	SBFCX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	SBFCX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	SBFCX vs NPSRX

Best Risk-Adjusted Alternatives to SBFCX

SBFCX has a PortfoliosLab risk / return rank of 25. There are 18 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 88.

Symbol	Name	Risk / Return Rank	AUM	Inception
PISHX	Cohen & Steers Preferred Securities and Income SMA...	88	—	Feb 2019	SBFCX vs PISHX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	86	—	Apr 2011	SBFCX vs DPIIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	SBFCX vs LPXZX
CICVX	Calamos Convertible Fund	84	—	Jun 1997	SBFCX vs CICVX
CCVIX	Calamos Convertible Fund	83	—	Jun 1985	SBFCX vs CCVIX

Top Performing SBFCX Alternatives (YTD)

SBFCX is at 4.76% YTD. There are 9 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 22.46%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	22.46%	—	Jun 1997	SBFCX vs CICVX
CCVIX	Calamos Convertible Fund	22.30%	—	Jun 1985	SBFCX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	18.62%	—	Oct 2018	SBFCX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	18.58%	—	Jan 1987	SBFCX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	18.57%	—	Feb 2009	SBFCX vs FICVX

Lowest Volatility Alternatives to SBFCX

SBFCX has 6.41% 1-year volatility. There are 10 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.87%	—	Nov 2015	SBFCX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.12%	—	Apr 2011	SBFCX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	SBFCX vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	SBFCX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.41%	—	Apr 2002	SBFCX vs PPSIX

Lowest Drawdown Alternatives to SBFCX

SBFCX has a 1-year max drawdown of -4.28%. There are 9 mutual funds in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	SBFCX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	SBFCX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	SBFCX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	SBFCX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	SBFCX vs CPXIX

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
USNQX	USAA Nasdaq 100 Index Fund	Nasdaq-100, Large Cap Growth Equities	57	18.28%	—	Oct 2000	SBFCX vs USNQX
USSPX	Victory 500 Index Fund Member Shares	Large Cap Blend Equities	63	11.46%	—	May 1996	SBFCX vs USSPX
CBYYX	Victory Pioneer Cat Bond Fund Class Y	Nontraditional Bonds	100	3.55%	—	Jan 2023	SBFCX vs CBYYX
USAUX	USAA Aggressive Growth Fund	Large Cap Growth Equities	15	6.43%	—	Oct 1981	SBFCX vs USAUX
RSNRX	Victory Global Energy Transition Fund	Energy Equities	94	27.67%	—	Nov 1995	SBFCX vs RSNRX
USAGX	USAA Precious Metals and Minerals Fund	Precious Metals	22	-11.98%	—	Aug 1984	SBFCX vs USAGX
USAAX	USAA Growth Fund	Large Cap Growth Equities	10	1.57%	—	Apr 1971	SBFCX vs USAAX
USCRX	USAA Cornerstone Moderately Aggressive Fund	Diversified Portfolio	74	9.02%	—	Aug 1984	SBFCX vs USCRX
USBLX	USAA Growth and Tax Strategy Fund	Diversified Portfolio	83	6.93%	—	Jan 1989	SBFCX vs USBLX
USSCX	USAA Science & Technology Fund	Technology Equities	43	21.67%	—	Jul 1997	SBFCX vs USSCX

Often Compared With SBFCX

Investors most often compare SBFCX with FACVX, FPEIX, USHYX. These 4 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	73	18.44%	—	Feb 2009	SBFCX vs FACVX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	64	0.42%	—	Jan 2011	SBFCX vs FPEIX
USHYX	USAA High Income Fund	High Yield Bonds	75	1.70%	—	Aug 1999	SBFCX vs USHYX
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	71	16.23%	—	—	SBFCX vs LBFFX

Compare SBFCX with Any Fund or Stock

Compare SBFCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Victory INCORE Investment Grade Convertible Fund Class A (SBFCX) Alternatives