SUNBX Mutual Fund

SUNBX Mutual Fund (Spectrum Unconstrained Fund Investor Class) is managed by Advisors Preferred with $6.1M in net assets. SUNBX expense ratio is 3.46%, holding 22 positions across sectors including Financials. Inception date: 2021-04-16.

SUNBX performance shows a YTD return of 0.71%. The 1-year return is 4.78% and the 5-year return is 3.06%. SUNBX dividend yield stands at 2.82%, paid quarterly.

SUNBX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (12.1%), First American Government Obligations Fund (12.1%), Aqr-L/S Eqty-R6 (9.6%), Ambassador (9.0%), Aqr Eqt Mkt Ntrl Fd (9.0%). Go to all SUNBX holdings, SUNBX sectors, or SUNBX dividends.

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