CPCTX : Counterpoint Tactical Income Fund Class C

CPCTX is a Bond Market High Yield Bond with HIGH fees.

CPCTX

Counterpoint Tactical Income Fund Class C

FI Score

20 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

20% FI Score
  • cpctx
  • Mutual Fund
  • Bond
  • High Yield Bond

Counterpoint Tactical Income Fund Class C

Expenses: 2.54% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks income and capital preservation. 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") (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).

Largest Holdings

Amount Holding
21.09% Lord Abbett High Yield I
20.68% MainStay MacKay High Yield Corp Bd I
13.67% PGIM High Yield Z
10.31% Putnam High Yield Y
8.44% PIMCO High Yield Instl
5.12% Hyg3245jp
3.03% SEI High Yield Bond I (SIMT)
2.87% BlackRock High Yield Bond Instl
2.52% American Beacon SiM High Yld Opps R5
1.31% Eaton Vance High Income Opportunities I

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo