Morningstar

Counterpoint Tactical Equity Fund Class C CPCEX

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

Strategy

The investment seeks capital appreciation and preservation. Under normal market conditions, the fund invests at least 80% of its assets (plus the amount of borrowings, if any) in long and short positions in equity instruments of any market capitalization. Equity instruments include domestic and foreign common stock, preferred stock, depositary receipts, equity swaps (including single-name, index, and basket swaps), options, equity index futures, and other investment companies (such as ETFs, mutual funds, and closed-end funds) that invest in these types of securities.

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
CPIEX	Counterpoint Tactical Equity Fund Class I	Institutional	Open			Nov 30, 2015	$728.71M	1.620%	Above Average	$100,000	$191.44M
CPAEX	Counterpoint Tactical Equity Fund Class A	Front Load	Open			Nov 30, 2015	$41.81M	1.870%	Above Average	$5,000	$1.43M
CPCEX	Counterpoint Tactical Equity Fund Class C	Level Load	Open			Nov 30, 2015	$7.22M	2.620%	High	$5,000	$2.33M

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