CPIEX Mutual Fund

CPIEX Mutual Fund (Counterpoint Tactical Equity Fund Class I) is managed by Counterpoint Mutual Funds with $681.3M in net assets. CPIEX expense ratio is 1.62%, holding 295 positions across sectors including Information Technology, Industrials, 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 20.13%. CPIEX dividend yield stands at 5.16%, paid annually.

CPIEX top holdings include Fidelity Treasury (49.6%), Counterpoint Quantitative Equity Etf (10.9%), Treasury Bill Jun 04, 2026 (8.3%), United States Treasury Bill 09/03/2026 (5.0%), Jpcpils2 Index (0.9%). 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.