Counterpoint Tactical Income Fund Quote
| CPATX Fund | USD 11.32 0.02 0.18% |
PerformanceSolid
| Odds Of DistressLow
|
Counterpoint Tactical is trading at 11.32 as of the 31st of January 2026; that is 0.18 percent up since the beginning of the trading day. The fund's open price was 11.3. Counterpoint Tactical has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 2nd of November 2025 and ending today, the 31st of January 2026. Click here to learn more.
The fund invests in mutual funds, closed-end funds and passively and actively managed exchange traded funds that invest in high yield instruments obligations issued or guaranteed by the United States government, its agencies or instrumentalities, including U.S. More on Counterpoint Tactical Income
Moving together with Counterpoint Mutual Fund
Counterpoint Mutual Fund Highlights
| Fund Concentration | Counterpoint Mutual Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Counterpoint Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Counterpoint Tactical Income [CPATX] is traded in USA and was established 31st of January 2026. Counterpoint Tactical is listed under Counterpoint Mutual Funds category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Counterpoint Mutual Funds family. This fund currently has accumulated 1.13 B in assets under management (AUM) with minimum initial investment of 5 K. Counterpoint Tactical is currently producing year-to-date (YTD) return of 0.44% with the current yeild of 0.05%, while the total return for the last 3 years was 6.08%.
Check Counterpoint Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Counterpoint Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Counterpoint Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Counterpoint Tactical Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Counterpoint Tactical Risk Profiles
| Mean Deviation | 0.1053 | |||
| Standard Deviation | 0.1383 | |||
| Variance | 0.0191 | |||
| Downside Variance | 0.0309 |
Counterpoint Tactical Against Markets
Counterpoint Mutual Fund Analysis Notes
The fund holds about 8.44% of assets under management (AUM) in cash. Counterpoint Tactical last dividend was 0.03 per share. Large For more info on Counterpoint Tactical Income please contact the company at 844-273-8637.Counterpoint Tactical Investment Alerts
| The fund holds about 8.44% of its assets under management (AUM) in cash |
Top Counterpoint Tactical Income Mutual Fund Constituents
| FHISX | Federated High Income | Mutual Fund | |
| KHYIX | Deutsche High Income | Mutual Fund | |
| GSFRX | Goldman Sachs High | Mutual Fund | |
| DLHRX | Dreyfus High Yield | Mutual Fund | |
| USHY | iShares Broad USD | Etf | |
| TIP | iShares TIPS Bond | Etf | |
| TIHYX | Tiaa Cref High Yield Fund | Mutual Fund | |
| TDHIX | Transamerica High Yield | Mutual Fund | |
| STIP | iShares 0 5 Year | Etf | |
| SHOIX | American Beacon Sim | Mutual Fund | |
| SEIYX | Simt High Yield | Mutual Fund | |
| PHYZX | Prudential High Yield | Mutual Fund | |
| PHIYX | High Yield Fund | Mutual Fund | |
| PHAYX | Putnam High Yield | Mutual Fund | |
| MHYIX | Mainstay High Yield | Mutual Fund | |
| LAHYX | Lord Abbett High | Mutual Fund | |
| HYD | VanEck High Yield | Etf | |
| EIHIX | Eaton Vance High | Mutual Fund | |
| BHYIX | Blackrock High Yield | Mutual Fund | |
| HYG | iShares iBoxx High | Etf | |
| LFRIX | Floating Rate Fund | Mutual Fund | |
| EIBIX | Eaton Vance Income | Mutual Fund | |
| JHYNX | Janus High Yield Fund | Mutual Fund |
Counterpoint Tactical Outstanding Bonds
Counterpoint Tactical issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Counterpoint Tactical uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Counterpoint bonds can be classified according to their maturity, which is the date when Counterpoint Tactical Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Counterpoint Tactical Predictive Daily Indicators
Counterpoint Tactical intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Counterpoint Tactical mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 11.32 | |||
| Day Typical Price | 11.32 | |||
| Price Action Indicator | 0.01 | |||
| Period Momentum Indicator | 0.02 | |||
| Relative Strength Index | 60.79 |
Counterpoint Tactical Forecast Models
Counterpoint Tactical's time-series forecasting models are one of many Counterpoint Tactical's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Counterpoint Tactical's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Counterpoint Mutual Fund
Counterpoint Tactical financial ratios help investors to determine whether Counterpoint Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Counterpoint with respect to the benefits of owning Counterpoint Tactical security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |