Victory Incore Investment Fund Quote

SBFCX Fund  USD 17.78  0.09  0.50%   

Performance

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Odds Of Distress

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Victory Incore is trading at 17.78 as of the 18th of June 2025; that is 0.5% down since the beginning of the trading day. The fund's open price was 17.87. Victory Incore has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of March 2025 and ending today, the 18th of June 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent 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.. More on Victory Incore Investment

Moving together with Victory Mutual Fund

  0.78UINQX Usaa Nasdaq 100PairCorr
  0.81SRVEX Victory Diversified StockPairCorr

Victory Mutual Fund Highlights

Fund ConcentrationVictory Capital Funds, Large Value Funds, Convertibles Funds, Convertibles, Victory Capital, Large Value, Convertibles (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Victory Incore Investment [SBFCX] is traded in USA and was established 18th of June 2025. Victory Incore is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Victory Capital family. This fund at this time has accumulated 315.64 M in assets with no minimum investment requirementsVictory Incore Investment is currently producing year-to-date (YTD) return of 1.42% with the current yeild of 0.02%, while the total return for the last 3 years was 2.72%.
Check Victory Incore Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Victory Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Victory Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Victory Incore Investment Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Victory Incore Investment Mutual Fund Constituents

Victory Incore Investment Risk Profiles

Victory Incore Against Markets

Other Information on Investing in Victory Mutual Fund

Victory Incore financial ratios help investors to determine whether Victory Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Victory with respect to the benefits of owning Victory Incore security.
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