CPCEX Mutual Fund

CPCEX Mutual Fund (Counterpoint Tactical Equity Fund Class C) is managed by Counterpoint Mutual Funds with $6.7M in net assets. CPCEX expense ratio is 2.62%, holding 295 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-11-30.

CPCEX performance shows a YTD return of 6.91%. The 1-year return is 13.06% and the 5-year return is 18.91%. CPCEX dividend yield stands at 5.06%, 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 0% Nov 27, 2026 (8.8%), United States Treasury Bill 09/03/2026 (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.