Counterpoint Tactical Equity FundCPIEX
Type
Mutual fund
Peer group
Allocation
Net assets
$595.6M
Expense ratio
1.78%
1-year return
+3.9%
3 years, a year
+18.0%
5 years, a year
+23.4%
Holdings
295
What it aims to do.
The Counterpoint Tactical Equity Fund (the ?Fund?) seeks capital appreciation and preservation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Fidelity Colchester Street Trust | 49.64% |
| Northern Lights Fund Trust III | 10.87% |
| United States Treasury Bills | 8.34% |
| United States Treasury Bills | 4.96% |
| N/A | 0.91% |
| N/A | 0.54% |
| N/A | 0.46% |
| N/A | 0.32% |
| N/A | 0.29% |
| SEDG Solaredge Technologies Inc | 0.17% |
More on CPIEX.
- CPIEX overview
- CPIEX holdings
- CPIEX risk
- CPIEX costs
- CPIEX money in and out
- CPIEX share classes
- Compare CPIEX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.