CPIEX Mutual Fund (Counterpoint Tactical Equity Fund Class I) is managed by Counterpoint Mutual Funds with $659.5M in net assets. CPIEX expense ratio is 1.62%, holding 350 positions across sectors including Unknown, Financials, Other. Inception date: 2015-11-30.

CPIEX performance shows a YTD return of 10.68%. The 1-year return is 16.41% and the 5-year return is 24.32%. CPIEX dividend yield stands at 5.01%, paid annually.

CPIEX 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 CPIEX holdings, sector breakdown, or dividend history.

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