CPATX Mutual Fund
CPATX Mutual Fund
CPATX Mutual Fund
Counterpoint Tactical Income Fund Class A
CPATX Mutual Fund Overview
CPATX Mutual Fund (Counterpoint Tactical Income Fund Class A) is managed by Counterpoint Mutual Funds with $81.0M in net assets. CPATX expense ratio is 2.12%, holding 32 positions across sectors including Financials. Inception date: 2014-12-04.
CPATX performance shows a YTD return of -1.41%. The 1-year return is -0.43% and the 5-year return is 3.19%. CPATX dividend yield stands at 4.68%, paid monthly.
CPATX top holdings include Blackrock High Yield Bond Instl (37.0%), Pgim High Yield-z (30.7%), Pimco High Yield Fund Pimco High Yield Fund Inst (10.5%), Ishares Broad USD High Yield Corporate Bond ETF (7.4%), Ishares Iboxx $ High Yield Corporate Bond Fund (4.2%). Go to all CPATX holdings, CPATX sectors, or CPATX dividends.
CPATX can be compared against other funds. Use CPATX overlap to find shared positions, or CPATX vs another fund for a side-by-side view. CPATX alternatives are available via the screener, along with tax-loss harvesting opportunities.