CPUIX Mutual Fund

CPUIX Mutual Fund (AAM/Insight Select Income Fund Class I) is managed by Advisors Asset Management, Inc. with $206.3M in net assets. CPUIX expense ratio is 0.59%, holding 465 positions across sectors including Financials, Utilities, Energy. Inception date: 2013-04-19.

CPUIX performance shows a YTD return of -1.15%. The 1-year return is 2.11% and the 5-year return is -0.15%. CPUIX dividend yield stands at 4.46%, paid monthly.

CPUIX 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 CPUIX holdings, CPUIX sectors, or CPUIX dividends.

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