Counterpoint Mutual Funds Mutual Funds List
Here you can find all mutual funds issued by Counterpoint Mutual Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.40%
- Avg. 1 Year Return
- 8.66%
- Avg. 5 Year Return
- 9.84%
- Median Risk/Return Score
- 34 / 100
Counterpoint Mutual Funds Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Counterpoint Tactical Equity Fund | Long-Short | Nov 29, 2015 | 1.75% | 10.67% | 8.88% | 5.03% | 32 | ||||||||
| Counterpoint Tactical Income Fund | Nontraditional Bonds | Dec 3, 2014 | 1.46% | -0.51% | 4.73% | 4.87% | 34 | ||||||||
| Counterpoint Tactical Municipal Fund | High Yield Muni | Jun 10, 2018 | 1.00% | 1.27% | — | 3.13% | 54 |
Explore top Counterpoint Mutual Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Counterpoint Mutual Funds Mutual funds by Risk/Return Score
The top Counterpoint Mutual Funds Mutual funds by PortfoliosLab Risk/Return Score are TMNIX (54) and CPITX (34).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Counterpoint Tactical Municipal Fund | 54 | — | Jun 2018 | |
| Counterpoint Tactical Income Fund | 34 | — | Dec 2014 | |
| Counterpoint Tactical Equity Fund | 32 | — | Nov 2015 |
Best-Performing Counterpoint Mutual Funds Mutual funds Over 5 Years
The top Counterpoint Mutual Funds Mutual funds is CPIEX (23.62%).
Across the lineup, Counterpoint Mutual Funds Mutual funds show an average 1-year return of 8.66% and an average 5-year return of 9.84%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Counterpoint Tactical Equity Fund | 23.62% | — | Nov 2015 | |
| Counterpoint Tactical Income Fund | 3.66% | — | Dec 2014 | |
| Counterpoint Tactical Municipal Fund | 2.25% | — | Jun 2018 |
Lowest-Cost Counterpoint Mutual Funds Mutual funds
The top Counterpoint Mutual Funds Mutual funds is TMNIX (1.00%).
With an average expense ratio of 1.40%, Counterpoint Mutual Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Counterpoint Tactical Municipal Fund | 1.00% | — | Jun 2018 | |
| Counterpoint Tactical Income Fund | 1.46% | — | Dec 2014 | |
| Counterpoint Tactical Equity Fund | 1.75% | — | Nov 2015 |
Highest-Yield Counterpoint Mutual Funds Mutual funds
The top Counterpoint Mutual Funds Mutual funds is CPIEX (5.03%).
Across the lineup, Counterpoint Mutual Funds Mutual funds show an average dividend yield of 4.34%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Counterpoint Tactical Equity Fund | 5.03% | — | Nov 2015 | |
| Counterpoint Tactical Income Fund | 4.87% | — | Dec 2014 | |
| Counterpoint Tactical Municipal Fund | 3.13% | — | Jun 2018 |
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