CPITX
ActiveMin. $1MCounterpoint Tactical Income Fund
Category: US Equity (9,528 funds)
Expense Ratio
2.00%
Annual Cost per $10K
$200.00
30-Year Fee Drag per $10K
$32,903
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+5.04%
Asset Allocation
US Equity
84%US Bond
13%Cash
3%Fee Comparison
CPITX
2.00%US Equity average
1.06%US Equity cheapest
0.00%Index benchmark
0.03%89% more expensive than category average
Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly
+22.45%3Y
Compare to
Fee Impact Calculator
$
%
CPITX at 2.00%$216,097
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$164,516
Cost vs index fund−$161,327
Similar Funds (100)
Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025
| Ticker | Name | ER |
|---|---|---|
| CPITX | Counterpoint Tactical Income Fund | 2.00% |
| CPATX | Counterpoint Tactical Income Fund | 2.25% |
| RICAX | Investment Co of America | 1.36% |
| FSLTX | Strategic Advisers Alternatives Fund | 1.56% |
| MEGBX | MFS Growth Fund | 1.58% |
| CDIRX | Columbia Dividend Income Fund | 1.15% |
| QCGRFX | College Retirement Equities Fund - Growth Account | — |
| FRDTX | Franklin Rising Dividends Fund | 1.58% |
| FDYNX | Franklin Dynatech Fund | 1.57% |
| PAMCX | T. Rowe Price Mid-Cap Growth Fund, Inc. | 1.01% |
| FACGX | Fidelity Advisor Growth Opportunities Fund | 1.49% |
| ACIIX | Equity Income Fund | 0.59% |
| RYCCX | NASDAQ-100 2x Strategy Fund | 1.74% |
| NLSAX | Neuberger Berman Long Short Fund | 1.68% |
| BLPAX | American Funds Moderate Growth and Income Portfolio | 0.93% |
| OAKMX | Oakmark Fund | 0.91% |
| FNICX | Fidelity Advisor New Insights Fund | 1.65% |
| PMBCX | MidCap Fund | 1.67% |
| JDVFX | Disciplined Value Fund | 1.71% |
| RRFDX | T. Rowe Price Equity Income Fund | 1.25% |
| HDGRX | THE HARTFORD DIVIDEND AND GROWTH FUND | 1.34% |
| FRGSX | Franklin Growth Fund | 1.54% |
| ECASX | Eaton Vance Atlanta Capital SMID-Cap Fund | 1.87% |
| EKBDX | Allspring Diversified Capital Builder Fund | 1.01% |
| RRMVX | T. Rowe Price Mid-Cap Value Fund, Inc. | 1.35% |
| FAIRX | The Fairholme Fund | 1.00% |
| TIBOX | Thornburg Investment Income Builder Fund | 0.84% |
| TWRCX | Growth Fund | 1.89% |
| RMQAX | Monthly Rebalance NASDAQ-100 2x Strategy Fund | 1.42% |
| MXMPX | Empower Moderate Profile Fund | 0.90% |
| LMPLX | ClearBridge Large Cap Growth Fund | 1.33% |
| MLRMX | NYLI Winslow Large Cap Growth Fund | 1.19% |
| PASVX | T. Rowe Price Small-Cap Value Fund, Inc. | 1.16% |
| CSECX | Calvert Equity Fund | 1.65% |
| JHLAX | Multimanager Lifestyle Balanced Portfolio | 0.91% |
| EPGCX | Fidelity Advisor Equity Growth Fund | 1.67% |
| UBVAX | Undiscovered Managers Behavioral Value Fund | 1.24% |
| VSCAX | Invesco Small Cap Value Fund | 1.35% |
| RYNVX | Nova Fund | 1.41% |
| DCCCX | Macquarie Small Cap Core Fund | 1.81% |
| BPTUX | Baron Partners Fund | 1.99% |
| TQAAX | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 1.07% |
| FUNCX | Victory Pioneer Fundamental Growth Fund | 1.72% |
| MFRBX | MFS Research Fund | 1.52% |
| SHISX | BlackRock Health Sciences Opportunities Portfolio | 1.15% |
| RTLAX | Tax-Managed U.S. Large Cap Fund | 1.16% |
| LMPPX | ClearBridge Appreciation Fund | 1.24% |
| GTECX | Gateway Fund | 1.70% |
| JALGX | Multimanager Lifestyle Growth Portfolio | 1.38% |
| BDSAX | BlackRock Advantage Small Cap Core Fund | 1.50% |
| RYCTX | S&P 500 2x Strategy Fund | 2.49% |
| CSCIX | Cohen & Steers Real Estate Securities Fund | 1.75% |
| JENIX | The Jensen Quality Growth Fund Inc | 1.26% |
| JULCX | Multimanager Lifestyle Conservative Portfolio | 0.82% |
| HFMRX | THE HARTFORD MIDCAP FUND | 1.45% |
| RWDNX | Redwood Managed Volatility Fund | 2.39% |
| JHLVX | Fundamental Large Cap Core Fund | 1.77% |
| GOGFX | Victory Sycamore Small Company Opportunity Fund | 1.23% |
| CGIOX | Calamos Growth & Income Fund | 0.73% |
| OAKLX | Oakmark Select Fund | 0.98% |
| TSPNX | T. Rowe Price Spectrum Income Fund | 0.46% |
| ITHRX | THE HARTFORD CAPITAL APPRECIATION FUND | 1.42% |
| LGLRX | Lord Abbett Growth Leaders Fund | 1.15% |
| HGORX | THE HARTFORD GROWTH OPPORTUNITIES FUND | 1.44% |
| JSECX | JPMorgan Small Cap Equity Fund | 1.24% |
| AVPAX | American Beacon Small Cap Value Fund | 1.15% |
| SVFLX | Smead Value Fund | 1.05% |
| DTLGX | Large Company Growth Portfolio | 1.30% |
| DVLRX | Macquarie Small Cap Value Fund | 1.35% |
| JHDCX | JPMorgan Hedged Equity 2 Fund | 1.35% |
| LAFCX | LORD ABBETT AFFILIATED FUND INC | 1.44% |
| JCMAX | JPMorgan Mid Cap Equity Fund | 1.09% |
| ATHAX | Heritage Fund | 1.25% |
| FSIUX | Invesco Dividend Income Fund | 1.69% |
| PABVX | MidCap Value Fund I | 1.19% |
| FCPVX | Fidelity Small Cap Value Fund | 1.20% |
| CAPAX | Federated Hermes Capital Income Fund | 0.89% |
| MXBPX | Empower Moderately Aggressive Profile Fund | 0.99% |
| PHLOX | Philotimo Focused Growth & Income | 1.50% |
| LAMCX | Lord Abbett Dividend Growth Fund | 1.64% |
| MERFX | The Merger Fund | 1.56% |
| PCSMX | SmallCap Growth Fund I | 1.44% |
| GABSX | The Gabelli Small Cap Growth Fund | 1.37% |
| MISGX | Meridian Small Cap Growth Fund | 1.51% |
| CCASX | CONESTOGA SMALL CAP FUND | 1.10% |
| MEFAX | MassMutual Mid Cap Growth Fund | 1.11% |
| FKARX | Franklin Growth Opportunities Fund | 1.19% |
| MXELX | Empower Lifetime 2025 Fund | 0.81% |
| MSHLX | GROWTH PORTFOLIO | 1.37% |
| SSICX | Ocean Park Tactical Core Income Fund | 2.05% |
| THVRX | Thornburg International Equity Fund | 1.16% |
| AMFEX | AAMA EQUITY FUND | 1.18% |
| LMPOX | ClearBridge Small Cap Growth Fund | 1.48% |
| SUWCX | DWS Core Equity Fund | 1.59% |
| BSCFX | BARON SMALL CAP FUND | 1.30% |
| QUACX | AB Small Cap Growth Portfolio | 1.12% |
| BARAX | BARON ASSET FUND | 1.29% |
| FREIX | Franklin Equity Income Fund | 1.08% |
| LCBVX | ClearBridge Large Cap Value Fund | 1.40% |
| JHLMX | Multimanager Lifestyle Moderate Portfolio | 0.86% |
| NDVAX | MFS New Discovery Value Fund | 1.46% |
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