Counterpoint Tactical Equity Fund Quote
| CPCEX Fund | USD 20.72 0.02 0.1% |
PerformanceVery Weak
| Odds Of DistressLow
|
Counterpoint Tactical is trading at 20.72 as of the 19th of July 2025; that is 0.1 percent down since the beginning of the trading day. The fund's open price was 20.74. Counterpoint Tactical has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over 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.
Under normal market conditions, the fund invests at least 80 percent of its assets in long and short positions in equity instruments of any market capitalization. Equity instruments include domestic and foreign common stock, preferred stock, depositary receipts, equity swaps , options, equity index futures, and other investment companies that invest in these types of securities.. More on Counterpoint Tactical Equity
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Counterpoint Mutual Fund Highlights
| Fund Concentration | Counterpoint Mutual Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Counterpoint Mutual Funds, Large, Long-Short Equity (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Counterpoint Tactical Equity [CPCEX] 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 Long-Short Equity category and is part of Counterpoint Mutual Funds family. This fund currently has accumulated 76.1 M in assets under management (AUM) with no minimum investment requirementsCounterpoint Tactical is currently producing year-to-date (YTD) return of 3.17% with the current yeild of 0.0%, while the total return for the last 3 years was 13.91%.
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 Equity 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 Equity Mutual Fund Constituents
| CALX | Calix Inc | Stock | Information Technology | |
| KBH | KB Home | Stock | Consumer Discretionary | |
| DK | Delek Energy | Stock | Energy | |
| ACLS | Axcelis Technologies | Stock | Information Technology | |
| CAR | Avis Budget Group | Stock | Industrials | |
| TWI | Titan International | Stock | Industrials | |
| SEDG | SolarEdge Technologies | Stock | Information Technology | |
| HAIN | The Hain Celestial | Stock | Consumer Staples |
Counterpoint Tactical Risk Profiles
| Mean Deviation | 0.4237 | |||
| Standard Deviation | 0.5466 | |||
| Variance | 0.2987 | |||
| Risk Adjusted Performance | (0.03) |
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.
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