Counterpoint Tactical Income Fund Quote
| CPATX Fund | USD 11.25 0.02 0.18% |
PerformanceSolid
| Odds Of DistressLow
|
Counterpoint Tactical is trading at 11.25 as of the 19th of July 2025; that is 0.18 percent up since the beginning of the trading day. The fund's open price was 11.23. Counterpoint Tactical has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests in mutual funds, closed-end funds and passively and actively managed exchange traded funds that invest in high yield instruments obligations issued or guaranteed by the United States government, its agencies or instrumentalities, including U.S. More on Counterpoint Tactical Income
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COUNTERPOINT Mutual Fund Highlights
| Fund Concentration | Counterpoint Mutual Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Counterpoint Mutual Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Counterpoint Tactical Income [CPATX] is traded in USA and was established 19th of July 2025. Counterpoint Tactical is listed under Counterpoint Mutual Funds category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Counterpoint Mutual Funds family. This fund currently has accumulated 1.13 B in assets under management (AUM) with minimum initial investment of 5 K. Counterpoint Tactical is currently producing year-to-date (YTD) return of 1.18% with the current yeild of 0.05%, while the total return for the last 3 years was 5.91%.
Check Counterpoint Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on COUNTERPOINT Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding COUNTERPOINT Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Counterpoint Tactical Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Counterpoint Tactical Income Mutual Fund Constituents
| FHISX | Federated High Income | Mutual Fund | High Yield Bond | |
| KHYIX | Deutsche High Income | Mutual Fund | High Yield Bond | |
| GSFRX | Goldman Sachs High | Mutual Fund | Bank Loan | |
| DLHRX | Dreyfus High Yield | Mutual Fund | High Yield Bond | |
| USHY | iShares Broad USD | Etf | High Yield Bond | |
| TIP | iShares TIPS Bond | Etf | Inflation-Protected Bond | |
| TIHYX | Tiaa Cref High Yield Fund | Mutual Fund | High Yield Bond | |
| TDHIX | Transamerica High Yield | Mutual Fund | High Yield Bond |
Counterpoint Tactical Risk Profiles
| Mean Deviation | 0.1415 | |||
| Standard Deviation | 0.2016 | |||
| Variance | 0.0407 | |||
| Downside Variance | 0.06 |
Counterpoint Tactical Against Markets
Other Information on Investing in COUNTERPOINT Mutual Fund
Counterpoint Tactical financial ratios help investors to determine whether COUNTERPOINT Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in COUNTERPOINT with respect to the benefits of owning Counterpoint Tactical security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |