CPATX Mutual Fund (Counterpoint Tactical Income Fund Class A) is managed by Counterpoint Mutual Funds with $91.9M 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 -0.56%. The 1-year return is 2.52% and the 5-year return is 3.19%. CPATX dividend yield stands at 4.64%, paid monthly.

CPATX top holdings include Goldman Sachs Financial Square Government Fund — Institutional Shares (24.4%), Treasury Bill 0% Apr 28, 2026 (12.7%), Treasury Bill 0% May 26, 2026 (12.7%), United States Department 0 06/18/2026 (12.7%), Treasury Bill 0% Jul 21, 2026 (12.6%). View all CPATX holdings, sector breakdown, or dividend history.

CPATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPATX alternatives are available via the screener, along with tax-loss harvesting opportunities.