Counterpoint Tactical Income Fund Class I

Frequently Asked Questions About CPITX

What are the top holdings of CPITX?

A machine-readable holdings disclosure for Counterpoint Tactical Income Fund Class I (CPITX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does CPITX invest in?

Counterpoint Tactical Income Fund Class I (CPITX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is CPITX most exposed to?

CPITX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is CPITX a US-only fund?

The country allocation card on this page shows CPITX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does CPITX invest in?

The fund invests in mutual funds, closed-end funds and passively and actively managed exchange traded funds ("ETFs") that invest in (i) high yield instruments (also known as "junk bonds") (including bonds, bank loans, preferred stock, floating rate bonds and debt and municipal high yield debt); (ii) obligations issued or guaranteed by the United States government, its agencies or instrumentalities, including U.S. treasuries (with an average duration of up to 5 years); and (iii) cash and cash equivalents (including money market funds).