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CPIEX Mutual Fund Price & Analysis

The Counterpoint Tactical Equity Fund Class I (CPIEX) is a mutual fund that focuses on actively managing a portfolio of equity securities. This fund aims to provide investors with long-term capital appreciation by utilizing a tactical approach to investing, which involves making strategic shifts in the portfolio based on market conditions. The fund's investment strategy is to identify undervalued stocks and take advantage of short-term market opportunities while also managing risk. As a Class I fund, it typically has a higher minimum investment requirement and lower fees compared to other classes of the same fund. Overall, CPIEX offers investors a diversified and actively managed approach to equity investing.

CPIEX Mutual Fund Chart & Stats

Top 10 Holdings

Name
Weight %
USD_CASH
Fidelity Institutional Cash Portfolios
13.44%
Counterpoint Quantitative Equity ETF
12.01%
USD_CASH
United States Treasury Bills
6.53%
SPDR S&P 500 ETF Trust
5.81%
USD_CASH
United States Treasury Bills
4.88%
USD_CASH
United States Treasury Bills
4.87%
USD_CASH
United States Treasury Bills
4.86%
USD_CASH
United States Treasury Bills
1.66%
USD_CASH
United States Treasury Bills
0.65%
United Natural Foods
0.32%
Total55.03%

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