Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Counterpoint Funds Mutual Funds
View all of Counterpoint Funds’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Counterpoint Funds Funds List
Share Class Type
1 to 9 of 9 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Counterpoint Tactical Income A | CPATX | Nontraditional Bond | — | 2.21% | 36 | 2.280% | High | Front Load | $5,000 | |
| Counterpoint Tactical Income C | CPCTX | Nontraditional Bond | — | 1.89% | 45 | 3.030% | High | Level Load | $5,000 | |
| Counterpoint Tactical Income I | CPITX | Nontraditional Bond | — | 2.29% | 33 | 2.030% | High | Institutional | $100,000 | |
| Counterpoint Tactical Municipal A | TMNAX | High Yield Muni | — | 1.98% | 65 | 1.890% | High | Front Load | $5,000 | |
| Counterpoint Tactical Municipal I | TMNIX | High Yield Muni | — | 2.05% | 53 | 1.640% | High | Institutional | $100,000 | |
| Counterpoint Tactical Equity A | CPAEX | Long-Short Equity | 17.92% | 4 | 2.030% | Above Average | Front Load | $5,000 | ||
| Counterpoint Tactical Equity C | CPCEX | Long-Short Equity | 17.61% | 4 | 2.780% | High | Level Load | $5,000 | ||
| Counterpoint Tactical Equity I | CPIEX | Long-Short Equity | 18.01% | 3 | 1.780% | Above Average | Institutional | $100,000 | ||
| Counterpoint Tactical Municipal C | TMNCX | High Yield Muni | — | 1.67% | 72 | 2.640% | High | Level Load | $5,000 |
Counterpoint Funds Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank