SIUPX Mutual Fund

SIUPX Mutual Fund (Guggenheim Core Bond Fund Class P) is managed by Guggenheim Investments with $21.9M in net assets. SIUPX expense ratio is 0.76%, holding 1132 positions across sectors including Financials, Utilities, Energy. Inception date: 2015-05-01.

SIUPX performance shows a YTD return of -0.00%. The 1-year return is 1.89% and the 5-year return is -0.49%. SIUPX dividend yield stands at 4.51%, paid monthly.

SIUPX top holdings include Pimco Mortgage-Backed Securities Active Exchange-Traded Fund Usetf 3% 13/08/2056 (3.2%), Treasury Bond 1.75% 08/15/2041 (2.9%), Treasury (Cpi) Note 1.25% Apr 15, 2031 (2.9%), Us Treasury N/B 3.625 03/31/2028 (2.3%), Us Treas Nts 4% 07/31/32 (2.2%). Go to all SIUPX holdings, SIUPX sectors, or SIUPX dividends.

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