CPITX Mutual Fund
CPITX Mutual Fund
Counterpoint Tactical Income Fund Class I
CPITX Mutual Fund Overview
CPITX Mutual Fund (Counterpoint Tactical Income Fund Class I) is managed by Counterpoint Mutual Funds with $1.76B in net assets. CPITX expense ratio is 1.87%, holding 32 positions across sectors including Other, Financials, Unknown. Inception date: 2014-12-04.
CPITX performance shows a YTD return of -0.44%. The 1-year return is 2.78% and the 5-year return is 3.45%. CPITX dividend yield stands at 4.90%, paid monthly.
CPITX top holdings include Goldman Sachs Financial Square Government Fund — Institutional Shares (24.4%), Treasury Bill 0% Apr 28, 2026 (12.7%), Treasury Bill 0% May 26, 2026 (12.7%), United States Department 0 06/18/2026 (12.7%), Treasury Bill 0% Jul 21, 2026 (12.6%). View all CPITX holdings, sector breakdown, or dividend history.
CPITX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPITX alternatives are available via the screener, along with tax-loss harvesting opportunities.