CPIEX Mutual Fund

CPIEX Mutual Fund (Counterpoint Tactical Equity Fund Class I) is managed by Counterpoint Mutual Funds with $684.5M in net assets. CPIEX expense ratio is 1.62%, holding 350 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2015-11-30.

CPIEX performance shows a YTD return of 7.53%. The 1-year return is 14.18% and the 5-year return is 20.78%. CPIEX dividend yield stands at 5.16%, paid annually.

CPIEX 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 CPIEX holdings, CPIEX sectors, or CPIEX dividends.

CPIEX can be compared against other funds. Use CPIEX overlap to find shared positions, or CPIEX vs another fund for a side-by-side view. CPIEX alternatives are available via the screener, along with tax-loss harvesting opportunities.