CPCTX Mutual Fund
CPCTX Mutual Fund
CPCTX Mutual Fund
Counterpoint Tactical Income Fund Class C
CPCTX Mutual Fund Overview
CPCTX Mutual Fund (Counterpoint Tactical Income Fund Class C) is managed by Counterpoint Mutual Funds with $67.8M in net assets. CPCTX expense ratio is 2.87%, holding 32 positions across sectors including Financials. Inception date: 2014-12-04.
CPCTX performance shows a YTD return of -1.97%. The 1-year return is -1.08% and the 5-year return is 2.42%. CPCTX dividend yield stands at 3.95%, paid monthly.
CPCTX top holdings include Blackrock High Yield Bond Instl (37.0%), Pgim High Yield-z (30.7%), Pimco High Yield Fund Pimco High Yield Fund Inst (10.5%), Ishares Broad USD High Yield Corporate Bond ETF (7.4%), Ishares Iboxx $ High Yield Corporate Bond Fund (4.2%). Go to all CPCTX holdings, CPCTX sectors, or CPCTX dividends.
CPCTX can be compared against other funds. Use CPCTX overlap to find shared positions, or CPCTX vs another fund for a side-by-side view. CPCTX alternatives are available via the screener, along with tax-loss harvesting opportunities.