Morningstar

Counterpoint Tactical Income Fund Class A CPATX

Medalist Rating as of Aug 31, 2026 See Counterpoint Funds Investment Hub

Strategy

The investment seeks income and capital preservation. The fund invests in mutual funds, closed-end funds and passively and actively managed exchange traded funds ("ETFs") that invest in (i) high yield instruments (also known as "junk bonds") (including bonds, bank loans, preferred stock, floating rate bonds and debt and municipal high yield debt); (ii) obligations issued or guaranteed by the United States government, its agencies or instrumentalities, including U.S. treasuries (with an average duration of up to 5 years); and (iii) cash and cash equivalents (including money market funds).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CPITX	Counterpoint Tactical Income Fund Class I	Institutional	Open			Dec 4, 2014	$1.62B	1.870%	High	$100,000	−$174.11M
CPATX	Counterpoint Tactical Income Fund Class A	Front Load	Open			Dec 4, 2014	$78.59M	2.120%	High	$5,000	−$35.35M
CPCTX	Counterpoint Tactical Income Fund Class C	Level Load	Open			Dec 4, 2014	$65.28M	2.870%	High	$5,000	−$11.55M

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