CPCEX Mutual Fund

CPCEX Mutual Fund (Counterpoint Tactical Equity Fund Class C) is managed by Counterpoint Mutual Funds with $7.1M in net assets. CPCEX expense ratio is 2.62%, holding 312 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-11-30.

CPCEX performance shows a YTD return of 6.87%. The 1-year return is 11.41% and the 5-year return is 19.18%. CPCEX dividend yield stands at 5.07%, paid annually.

CPCEX top holdings include Fidelity Treasury (23.6%), Ishares Core S&p 500 ETF (21.2%), Counterpoint Quantitative Equity Etf (11.2%), Treasury Bill Nov 27, 2026 (8.8%), Treasury Bill Sep 03, 2026 (4.1%). Go to all CPCEX holdings, CPCEX sectors, or CPCEX dividends.

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