CPUAX Mutual Fund

CPUAX Mutual Fund (AAM/Insight Select Income Fund Class A) is managed by Advisors Asset Management, Inc. with $6.1M in net assets. CPUAX expense ratio is 0.84%, holding 465 positions across sectors including Financials, Energy, Utilities. Inception date: 2013-04-19.

CPUAX performance shows a YTD return of -1.29%. The 1-year return is 1.93% and the 5-year return is -0.31%. CPUAX dividend yield stands at 4.71%, paid monthly.

CPUAX top holdings include Bank Of America Corp Mtn 2.97% Feb 04, 2033 (0.8%), Morgan Stanley 6.627 2034-11-01 (0.7%), Mexico Government International Bond 6.88% 05/13/2037 (0.7%), Goldman Sachs Group Inc Regd V/R 1.99200000 (0.7%), Metlife Inc Jr Subordina 144a 04/38 9.25 (0.7%). Go to all CPUAX holdings, CPUAX sectors, or CPUAX dividends.

CPUAX can be compared against other funds. Use CPUAX overlap to find shared positions, or CPUAX vs another fund for a side-by-side view. CPUAX alternatives are available via the screener, along with tax-loss harvesting opportunities.