CPCEX Mutual Fund (Counterpoint Tactical Equity Fund Class C) is managed by Counterpoint Mutual Funds with $6.5M in net assets. CPCEX expense ratio is 2.62%, holding 350 positions across sectors including Unknown, Financials, Other. Inception date: 2015-11-30.

CPCEX performance shows a YTD return of 7.82%. The 1-year return is 15.28% and the 5-year return is 23.14%. CPCEX dividend yield stands at 4.91%, paid annually.

CPCEX top holdings include Fidelity Treasury (15.2%), Counterpoint Quantitative Equity Etf (11.4%), Ishares Core S&p 500 ETF (11.2%), Treasury Bill 0% Jan 02, 2026 (9.7%), Treasury Bill Jun 04, 2026 (9.5%). View all CPCEX holdings, sector breakdown, or dividend history.

CPCEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPCEX alternatives are available via the screener, along with tax-loss harvesting opportunities.