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 350 positions across sectors including Financials, Information Technology, Consumer Discretionary. 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 19.61%. CPCEX dividend yield stands at 5.06%, paid annually.

CPCEX top holdings include Fidelity Treasury (15.2%), Counterpoint Quantitative Equity Etf (11.4%), Ishares Core S&p 500 ETF (11.2%), Treasury Bill 0% Jan 02, 2026 (9.7%), Treasury Bill Jun 04, 2026 (9.5%). 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.