Victory Incore Investment Fund Quote
| SBFCX Fund | USD 18.45 0.03 0.16% |
Performance18 of 100
| Odds Of DistressLess than 16
|
Victory Incore is trading at 18.45 as of the 26th of November 2024; that is 0.16% up since the beginning of the trading day. The fund's open price was 18.42. Victory Incore has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Victory Incore Investment are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. 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
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Victory Mutual Fund Highlights
| Thematic Idea | Convertibles Funds (View all Themes) |
| Fund Concentration | Victory Capital Funds, Large Value Funds, Convertibles Funds, Convertibles Funds, Convertibles, Victory Capital, Large Value, Convertibles (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Victory Incore Investment [SBFCX] is traded in USA and was established 26th of November 2024. 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. The entity is thematically classified as Convertibles Funds. 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 12.15% with the current yeild of 0.02%, while the total return for the last 3 years was 2.84%.
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
| SWP | SWP Growth Income | Etf | Tools & Accessories |
Victory Incore Investment Risk Profiles
| Mean Deviation | 0.2274 | |||
| Standard Deviation | 0.2975 | |||
| Variance | 0.0885 | |||
| Downside Variance | 0.0613 |
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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