CPATX Mutual Fund Analysis & Holdings | MarketXLS

CPATX Mutual Fund

NAV$11.00

AUM$92M

TER2.12%

Holdings32

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CPATX Mutual Fund

NAV$11.00

Counterpoint Tactical Income Fund Class A

AUM$92M

TER2.12%

Holdings32

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CPATX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CPATX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CPATX Mutual Fund Overlap Analysis

CPATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CPATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, CPATX may share significant positions with broad-market funds.

CPATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CPATX tax-loss harvesting finds highly correlated but non-identical funds.