Counterpoint Tactical Income Fund (CPITX) Alternatives
Counterpoint Tactical Income Fund (CPITX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPITX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CPITX
CPITX charges 1.46% annually. Among mutual funds in the Nontraditional Bonds category, these options have the lowest expense ratios among CPITX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | Oct 2, 2011 | CPITX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | Apr 6, 2015 | CPITX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | Sep 28, 2011 | CPITX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | Dec 30, 2018 | CPITX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | Jan 29, 2009 | CPITX vs PUTIX |
Best Risk-Adjusted Alternatives to CPITX
Among mutual funds in the Nontraditional Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | Jan 27, 2023 | CPITX vs CBYYX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | Jun 26, 2007 | CPITX vs EIGMX | |
| PGIM Securitized Credit Fund | 99 | Jun 30, 2019 | CPITX vs SCFZX | |
| Artisan Global Unconstrained Fund | 99 | Mar 30, 2022 | CPITX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 99 | Aug 30, 2010 | CPITX vs EGRIX |
Top Performing CPITX Alternatives (YTD)
CPITX alternatives from the Nontraditional Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Artisan Global Unconstrained Fund | 4.02% | Mar 30, 2022 | CPITX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.59% | Aug 30, 2010 | CPITX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 2.63% | Apr 6, 2015 | CPITX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 2.43% | Jun 26, 2007 | CPITX vs EIGMX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | CPITX vs CBYYX |
Lowest Volatility Alternatives to CPITX
CPITX alternatives from the Nontraditional Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | CPITX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.40% | Apr 6, 2014 | CPITX vs DFLEX | |
| Dunham Long/Short Credit Fund | 1.45% | Dec 9, 2004 | CPITX vs DCAIX | |
| Anfield Universal Fixed Income Fund | 1.58% | Jun 27, 2013 | CPITX vs AFLIX | |
| GMO Opportunistic Income Fund | 1.64% | Oct 2, 2011 | CPITX vs GMODX |
Lowest Drawdown Alternatives to CPITX
CPITX alternatives from the Nontraditional Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.18% | Jan 27, 2023 | CPITX vs CBYYX | |
| Dunham Long/Short Credit Fund | -0.84% | Dec 9, 2004 | CPITX vs DCAIX | |
| Toews Unconstrained Income Fund | -0.87% | Aug 27, 2013 | CPITX vs TUIFX | |
| PGIM Absolute Return Bond Fund | -0.87% | Mar 29, 2011 | CPITX vs PADZX | |
| PGIM Securitized Credit Fund | -0.93% | Jun 30, 2019 | CPITX vs SCFZX |
Other Mutual Funds from Counterpoint Mutual Funds
Most popular Counterpoint Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Counterpoint Tactical Equity Fund | Long-Short | 18 | -1.52% | Nov 29, 2015 | CPITX vs CPIEX | |
| Counterpoint Tactical Municipal Fund | High Yield Muni | 83 | -0.24% | Jun 10, 2018 | CPITX vs TMNIX |
Often Compared With CPITX
What investors most often compare with CPITX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| River Canyon Total Return Bond Fund | Short-Term Bond | 92 | -0.97% | Dec 30, 2014 | CPITX vs RCTIX | |
| Toews Tactical Income Fund | High Yield Bonds | 92 | 0.07% | Jun 4, 2010 | CPITX vs THHYX | |
| Lord Abbett Short Duration Income Fund | Total Bond Market | 93 | -0.47% | Oct 19, 2004 | CPITX vs LLDYX | |
| Sierra Tactical Bond Fund | Nontraditional Bonds | 2 | -1.57% | Sep 30, 2019 | CPITX vs STBNX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | CPITX vs QQQ | |
| Fidelity U.S. Bond Index Fund | Total Bond Market | 56 | -0.45% | — | CPITX vs FXNAX | |
| SPDR Portfolio Aggregate Bond ETF | Total Bond Market | 60 | 0.13% | May 23, 2007 | CPITX vs SPAB | |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Ex... | Multisector Bonds | 83 | -0.92% | Jun 21, 2023 | CPITX vs PYLD | |
| 1290 Loomis Sayles Multi-Asset Income Fund Class A | Diversified Portfolio | 71 | -0.91% | Mar 7, 2016 | CPITX vs TNXAX | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 12 | 0.17% | Jul 22, 2002 | CPITX vs TLT |
Compare CPITX with Any Fund or Stock
Compare CPITX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.