SBFMX

Active

Victory Investment Grade Convertible Fund

Category: Other (5,046 funds)

Expense Ratio

1.10%

Annual Cost per $10K

$110.00

30-Year Fee Drag per $10K

$20,291

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+2.85%

Asset Allocation

US Equity

28%

US Bond

67%

Intl Bond

Cash

Fee Comparison

SBFMX

1.10%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

11% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+21.58%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

SBFMX at 1.10%$279,157

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$101,456

Cost vs index fund−$98,267

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
SBFMX	Victory Investment Grade Convertible Fund	1.10%	+2.85%	+6.73%	—
FPCIX	Strategic Advisers Core Income Fund	0.33%	+3.89%	+3.62%	-0.16%
FTRLX	Federated Hermes Total Return Bond Fund	0.38%	+3.59%	+3.16%	+0.18%
FSMUX	Strategic Advisers Municipal Bond Fund	0.19%	-0.43%	+2.92%	—
SBFCX	Victory Investment Grade Convertible Fund	1.10%	+2.63%	+6.54%	+5.74%
FIWGX	Strategic Advisers Fidelity Core Income Fund	0.16%	+3.62%	+3.67%	+0.28%
FNCFX	Franklin Income Fund	0.41%	+9.26%	+10.15%	+10.23%
SEIAX	SIIT MULTI-ASSET REAL RETURN FUND	0.55%	+5.87%	+3.19%	+6.58%
VWIAX	VANGUARD WELLESLEY INCOME FUND	0.16%	+8.11%	+8.65%	+5.49%
MWTNX	TCW METWEST TOTAL RETURN BOND FUND	0.57%	+5.36%	+5.27%	-0.83%
FBAKX	Fidelity Balanced Fund	0.46%	+11.35%	+14.26%	+10.21%
FIKMX	Fidelity Real Estate Income Fund	0.66%	+5.12%	+8.53%	+7.03%
GDMZX	Defensive Market Strategies Fund	0.92%	+9.49%	+10.44%	+7.74%
EARRX	Short Duration Inflation-Protected Income Fund	1.10%	+5.84%	+5.66%	+4.75%
FIQVX	Fidelity Convertible Securities Fund	0.60%	+19.13%	+11.26%	+9.04%
CNSAX	Invesco Convertible Securities Fund	0.67%	+17.24%	+10.71%	+7.16%
MSTRX	Morningstar Total Return Bond Fund$1M min	0.55%	+5.86%	+5.60%	-0.75%
FSAWX	Fidelity SAI Convertible Arbitrage Fund	1.46%	+14.00%	—	—
YMAX	Yieldmax Universe Fund Of Option Income ETF	1.28%	+27.43%	—	—
FAGIX	Fidelity Capital and Income Fund	0.90%	+12.77%	+12.18%	+9.03%
FPUKX	Fidelity Puritan Fund	0.47%	+10.50%	+14.48%	+9.65%
CVSCX	Calamos Market Neutral Income Fund	1.97%	+6.47%	+7.07%	+4.09%
FCSKX	Franklin Convertible Securities Fund	0.51%	+16.81%	+13.70%	+8.68%
FTRB	Federated Hermes Total Return Bond ETF	0.39%	+5.78%	—	—
AZNAX	Virtus Income & Growth Fund	1.14%	-0.54%	-30.95%	-33.76%
GGKPX	Goldman Sachs Income Builder Fund	0.48%	+10.00%	+11.07%	+8.02%
WSDAX	WESTWOOD MULTI-ASSET INCOME FUND	0.89%	-0.45%	-16.10%	—
PFIFX	SAM Flexible Income Portfolio	1.80%	+9.01%	+9.08%	+4.36%
ABALX	American Balanced Fund	0.58%	+16.02%	+15.46%	+10.83%
FPIOX	Strategic Advisers Income Opportunities Fund	0.53%	+8.90%	+8.92%	+5.18%
FAUDX	Strategic Advisers Short Duration Fund	0.20%	+5.04%	+5.12%	+2.85%
FFFAX	Fidelity Freedom Retirement Fund	0.24%	+8.67%	+8.22%	+3.40%
FORKX	Abraham Fortress Fund	0.74%	+6.45%	+8.16%	—
PIINX	PIMCO Income Fund	1.08%	+9.19%	+8.66%	+4.05%
BBCPX	Bridge Builder Core Plus Bond Fund	0.16%	+6.72%	+6.55%	+0.85%
SBTTX	Tax-Aware Overlay B Portfolio	0.76%	+7.86%	+8.10%	+4.63%
PRVDX	Versatile Bond Portfolio	0.90%	+4.76%	+6.23%	+3.51%
FFFCX	Fidelity Freedom 2010 Fund	0.46%	+9.58%	+9.50%	+4.63%
NTBAX	Navigator Tactical Fixed Income Fund	1.32%	+1.32%	+6.04%	+2.97%
FBFRX	Franklin Managed Income Fund	0.59%	+5.98%	+8.38%	+7.62%
NCIDX	Columbia Convertible Securities Fund	0.79%	—	—	—
IRCAX	VOYA RETIREMENT CONSERVATIVE PORTFOLIO	0.62%	+8.02%	+8.18%	+3.33%
IIFAX	Voya Balanced Income Portfolio	1.21%	+11.55%	+11.33%	+6.49%
PBXAX	Rational/Pier 88 Convertible Securities Fund	1.24%	+1.36%	+3.92%	+3.79%
PALTX	Principal LifeTime Strategic Income Fund	1.06%	+9.19%	+9.49%	+4.04%
DOXBX	Dodge & Cox Balanced Fund	0.43%	+12.15%	+13.26%	—
VTINX	VANGUARD TARGET RETIREMENT INCOME FUND	0.08%	+10.10%	+9.80%	+4.76%
PLFJX	Principal LifeTime 2020 Fund	0.76%	+10.12%	+10.67%	+6.20%
MAGS	Roundhill Magnificent Seven ETF	0.29%	+38.10%	—	—
RBBAX	Columbia Income Builder Fund	0.97%	+9.43%	+9.04%	+4.46%
OWCIX	Old Westbury Credit Income Fund	0.91%	+7.27%	+6.38%	+0.94%
HIGFX	American High Income Trust	0.32%	+8.57%	+10.59%	+7.12%
ABNDX	Bond Fund of America	1.04%	+5.29%	+4.96%	-0.25%
BCONX	Barrow Hanley Credit Opportunities Fund$1M min	0.77%	+9.20%	—	—
DDERX	Macquarie Wealth Builder Fund	0.74%	+7.71%	—	—
VAADX	Virtus Convertible Fund	0.62%	+22.71%	+13.03%	—
VRP	Invesco Variable Rate Preferred ETF	0.50%	+7.56%	+8.62%	+5.19%
TLTIX	Nuveen Lifecycle Index 2010 Fund	0.18%	+7.45%	+8.28%	+4.71%
FATVX	Fidelity Freedom Index 2015 Fund	0.04%	+10.13%	—	—
VTWNX	VANGUARD TARGET RETIREMENT 2020 FUND	0.08%	+10.94%	+11.19%	+6.33%
TAIAX	American Funds Tax-Aware Conservative Growth and Income Portfolio	0.66%	+11.96%	+12.92%	+8.66%
RNDLX	RiverNorth/DoubleLine Strategic Income Fund	1.77%	+6.11%	+8.19%	+2.95%
QBA2Q	VIP Balanced Portfolio	0.50%	+13.80%	+16.29%	+11.31%
FDBLX	Federated Hermes Corporate Bond Fund	0.59%	+4.10%	+4.66%	+0.61%
JDYRX	PGIM High Yield Fund	0.74%	+8.73%	+8.45%	+4.68%
ESFHX	Eaton Vance Floating-Rate & High Income Fund	0.75%	+5.26%	+8.64%	+5.88%
WHGOX	WESTWOOD INCOME OPPORTUNITY FUND	0.72%	+10.87%	+9.02%	—
VTMFX	VANGUARD TAX-MANAGED BALANCED FUND	0.09%	+11.07%	+12.90%	+8.69%
PVCMX	Palm Valley Capital Fund	1.26%	+5.18%	+7.21%	+6.38%
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+6.52%	+7.11%	+0.66%
TLWIX	Nuveen Lifecycle Index 2020 Fund	0.35%	+8.50%	+9.62%	+5.73%
JMTNX	Janus Henderson Multi-Sector Income Fund	0.88%	+9.02%	+9.06%	+3.67%
DMSZX	Destinations Multi Strategy Alternatives Fund	1.32%	+4.35%	+7.77%	+6.14%
TLFIX	Nuveen Lifecycle Index 2015 Fund	0.25%	+7.98%	+8.95%	+5.22%
PTRAX	PIMCO Total Return Fund	0.76%	+6.87%	+6.36%	+0.01%
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+7.29%	+9.00%	+4.47%
JHYUX	JPMorgan High Yield Fund	0.50%	+8.26%	+8.74%	+5.45%
FATYX	Fidelity Freedom Index 2020 Fund	0.05%	+11.61%	—	—
FAPIX	Fidelity Freedom Index Retirement Fund	0.05%	+8.00%	+7.91%	+3.18%
FSREX	Fidelity Series Real Estate Income Fund	0.00%	+7.83%	+9.47%	+7.34%
TCLEX	Nuveen Lifecycle 2010 Fund	0.51%	+6.85%	+7.92%	+4.56%
MCOAX	NYLI MacKay Convertible Fund	0.94%	+14.39%	+9.56%	+8.73%
AVEFX	AVE MARIA BOND FUND	0.42%	+4.77%	+5.80%	+4.23%
FBKFX	Fidelity Balanced K6 Fund	0.32%	+11.36%	+14.42%	+10.40%
PTOAX	PIMCO StocksPLUS Absolute Return Fund	1.35%	+20.28%	+22.41%	+16.13%
SACTX	SPIRIT OF AMERICA INCOME FUND	1.88%	-8.07%	-5.58%	-9.40%
FATUX	Fidelity Freedom Index 2010 Fund	0.04%	+8.71%	—	—
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+7.98%	+7.63%	+3.40%
FAHDX	Fidelity Advisor Capital and Income Fund	1.18%	-4.65%	-23.77%	-28.98%
FFOYX	Fidelity Freedom 2015 Fund	0.45%	—	—	—
DOGG	FT Vest DJIA Dogs 10 Target Income ETF	0.75%	+9.76%	—	—
PHJMX	Principal LifeTime Hybrid 2015 Fund	0.36%	+10.39%	+10.17%	+5.63%
WBALX	Conservative Allocation Fund	0.85%	+2.47%	+7.35%	+5.42%
FPKFX	Fidelity Puritan K6 Fund	0.33%	+10.06%	+14.35%	+9.57%
POAAX	Aristotle Portfolio Optimization Conservative Fund	1.11%	+8.18%	—	—
LCFVX	Lord Abbett Convertible Fund	0.82%	+21.45%	+9.28%	+5.22%
LTAPX	Principal LifeTime 2015 Fund	0.75%	+8.96%	+9.36%	+4.87%
TLIPX	Nuveen Lifecycle Index Retirement Income Fund	0.10%	+7.89%	+8.62%	+4.81%
YMAG	Yieldmax Magnificent 7 Fund Of Option Income ETF	1.28%	+32.01%	—	—
CCVCX	Calamos Convertible Fund	0.88%	+23.13%	+12.96%	+7.00%
RIOX	Defiance Daily Target 2X Long RIOT ETF	0.95%	—	—	—

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