Morningstar

Counterpoint Tactical Equity Fund Class C CPCEX

Morningstar Medalist Rating
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Medalist Rating as of See Counterpoint Funds Investment Hub
  • NAV / 1-Day Return $22.58  /  −1.87 %
  • Fund Size $778.5M
  • Adjusted Expense Ratio 2.620%
  • Net Expense Ratio 2.440%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 236%
NAV and 1-Day Return as of

Morningstar’s Analysis CPCEX

Will CPCEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPCEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CPCEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CPCEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Counterpoint Tactical Equity C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CPCEX

More CPCEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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