CPUAX Mutual Fund

CPUAX Mutual Fund (AAM/Insight Select Income Fund Class A) is managed by Advisors Asset Management, Inc. with $5.8M in net assets. CPUAX expense ratio is 0.84%, holding 503 positions across sectors including Financials, Utilities, Energy. Inception date: 2013-04-19.

CPUAX performance shows a YTD return of -1.95%. The 1-year return is -1.57% and the 5-year return is -0.33%. CPUAX dividend yield stands at 4.45%, paid monthly.

CPUAX top holdings include Goldman Sachs Financial Square Government Fund (1.3%), Nvidia Corp Callable Notes Fixed 5.55% 15/Jun/2046 5.55% 06/15/2046 (1.0%), United States Department Of The Treasury 4.63% 02/15/2046 4.63 (1.0%), Bank Of America Corp 2.972 02/04/2033 (0.8%), Mexico Government International Bond 6.88% 05/13/2037 (0.7%). Go to all CPUAX holdings, CPUAX sectors, or CPUAX dividends.

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