CPUCX Mutual Fund

CPUCX Mutual Fund (AAM/Insight Select Income Fund Class C) is managed by Advisors Asset Management, Inc. with $2.1M in net assets. CPUCX expense ratio is 1.57%, holding 465 positions across sectors including Financials, Utilities, Energy. Inception date: 2013-04-19.

CPUCX performance shows a YTD return of -1.62%. The 1-year return is 1.18% and the 5-year return is -1.02%. CPUCX dividend yield stands at 3.59%, paid monthly.

CPUCX top holdings include Goldman Sachs Fin Gov 465 Institut (2.1%), United States Treasury Note/Bond 3.125% 02/15/2042 (1.1%), Goldman Sachs Group, Inc. 6.12386 10/28/2027 (0.9%), Bank Of America Corp 2.972 02/04/2033 (0.8%), Jpmorgan Chase 5.35 06/01/2034 (0.8%). Go to all CPUCX holdings, CPUCX sectors, or CPUCX dividends.

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