CPITX Mutual Fund
CPITX Mutual Fund
CPITX Mutual Fund
Counterpoint Tactical Income Fund Class I
CPITX Mutual Fund Overview
CPITX Mutual Fund (Counterpoint Tactical Income Fund Class I) is managed by Counterpoint Mutual Funds with $1.69B in net assets. CPITX expense ratio is 1.87%, holding 32 positions across sectors including Financials. Inception date: 2014-12-04.
CPITX performance shows a YTD return of -1.22%. The 1-year return is -0.09% and the 5-year return is 3.43%. CPITX dividend yield stands at 4.95%, paid monthly.
CPITX 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 CPITX holdings, CPITX sectors, or CPITX dividends.
CPITX can be compared against other funds. Use CPITX overlap to find shared positions, or CPITX vs another fund for a side-by-side view. CPITX alternatives are available via the screener, along with tax-loss harvesting opportunities.