CPCTX Mutual Fund

NAV$10.91

AUM$75M

TER2.87%

Holdings32

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CPCTX Mutual Fund

NAV$10.91

Counterpoint Tactical Income Fund Class C

AUM$75M

TER2.87%

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

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See the full sector breakdown of CPCTX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

CPCTX Mutual Fund Sector Allocation

CPCTX sector allocation breaks down across Financials (32.0%). Across 32 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

CPCTX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

CPCTX geographic allocation shows country exposure. CPCTX overlap calculator reveals how sector exposure compares with other funds.