CPITX Mutual Fund Analysis & Holdings | MarketXLS

CPITX Mutual Fund

NAV$10.98

AUM$1.8B

TER1.87%

Holdings32

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

CPITX Mutual Fund

NAV$10.98

Counterpoint Tactical Income Fund Class I

AUM$1.8B

TER1.87%

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

Holdings Overlap Analysis

Compare CPITX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CPITX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CPITX Mutual Fund Overlap Analysis

CPITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CPITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, CPITX may share significant positions with broad-market funds.

CPITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CPITX tax-loss harvesting finds highly correlated but non-identical funds.