SIUPX Mutual Fund

SIUPX Mutual Fund (Guggenheim Core Bond Fund Class P) is managed by Guggenheim Investments with $23.2M in net assets. SIUPX expense ratio is 0.76%, holding 1023 positions across sectors including Financials, Utilities, Energy. Inception date: 2015-05-01.

SIUPX performance shows a YTD return of -0.32%. The 1-year return is 2.91% and the 5-year return is -0.59%. SIUPX dividend yield stands at 4.17%, paid monthly.

SIUPX top holdings include Uniform Mbs 7 2054-05-01 (5.2%), Dreyfus Trsy Oblig Cash Mgmt Cl Ins (3.9%), Treasury Note (Old) 4.13% Mar 31, 2031 (3.5%), Bofa Securities, Inc. (2.6%), Treasury Note (Otr) 4.63% Apr 30, 2031 (2.5%). 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.