SUNBX Mutual Fund

SUNBX Mutual Fund (Spectrum Unconstrained Fund Investor Class) is managed by Advisors Preferred with $6.2M in net assets. SUNBX expense ratio is 3.46%, holding 14 positions across various sectors. Inception date: 2021-04-16.

SUNBX performance shows a YTD return of 1.75%. The 1-year return is 3.59% and the 5-year return is 2.61%. SUNBX dividend yield stands at 2.98%, paid quarterly.

SUNBX top holdings include Aqr-Div Str-R6 (22.4%), V/P-Cat Bnd-K (11.3%), Holbrook Income Fund-I (11.2%), Miller Market Neutral I (11.0%), Fidelity Inv Mmkt Govt-I 12/31/2031 (9.1%). 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.