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 $83.6M 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 -0.94%. The 1-year return is 1.96% and the 5-year return is 3.10%. CPATX dividend yield stands at 4.68%, paid monthly.
CPATX top holdings include Goldman Sachs Fin Gov 465 Institut (24.4%), B 4/28/26 Govt (12.7%), B 05/26/26 Govt (12.7%), Treasury Bill 0% Jun 18, 2026 (12.7%), B 7/21/26 Govt (12.6%). 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.