CPQIX : Counterpoint Long-Short Equity Fund Class I Shares

CPQIX is a Alternatives Market Short with MODERATE fees.

CPQIX

Counterpoint Long-Short Equity Fund Class I Shares

FI Score

18 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

18% FI Score
  • cpqix
  • Mutual Fund
  • Alternatives
  • Short

Counterpoint Long-Short Equity Fund Class I Shares

Expenses: 1.75% (Better than 1% of similar funds)

This is a bad choice for a Short Alternatives fund. See why »

Fund Summary

The investment seeks capital appreciation and preservation. Under normal market conditions, the fund invests at least 80% of its assets (plus the amount of borrowings, if any) in long and short positions in equity instruments of any market capitalization. Equity instruments include domestic and foreign common stock, preferred stock, depositary receipts, equity swaps (including single-name, index, and basket swaps), options, equity index futures, and exchange-traded funds ("ETFs") that invest in these types of securities.

Largest Holdings

Amount Holding
47.55% Ctls-Spy Swap
35.86% Ctls Gs Long 2- Gsgl
34.34% Ctls Gs Long 1- Gsgl
4.23% SPDR® S&P 500 ETF Trust
0.37% NVIDIA Corp
0.37% MSCI Inc
0.36% Perion Network Ltd
0.36% EPAM Systems Inc
0.35% Select Medical Holdings Corp
0.35% Penn National Gaming Inc
0.35% Surgery Partners Inc
0.35% New Oriental Education & Technology Group Inc ADR
0.35% NetEase Inc ADR
0.34% Lam Research Corp
0.34% TJX Companies Inc
0.34% Cardinal Health Inc
0.34% Microsoft Corp
0.34% AmerisourceBergen Corp
0.34% Amedisys Inc
0.34% Veeva Systems Inc Class A
0.34% Monster Beverage Corp

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