CPUCX Mutual Fund

CPUCX Mutual Fund (AAM/Insight Select Income Fund Class C) is managed by Advisors Asset Management, Inc. with $2.0M in net assets. CPUCX expense ratio is 1.57%, holding 498 positions across sectors including Financials, Energy, Utilities. Inception date: 2013-04-19.

CPUCX performance shows a YTD return of -1.17%. The 1-year return is 0.65% and the 5-year return is -0.92%. CPUCX dividend yield stands at 3.93%, paid monthly.

CPUCX top holdings include Bank Of America Corp 2.972 02/04/2033 (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 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.