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Counterpoint Tactical Income I CPITX

Quantitative rating as of
  • NAV / 1-Day Return 11.17  /  0.00
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.950%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.62%
  • Effective Duration

Morningstar’s Analysis CPITX

Will CPITX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Counterpoint Tactical Income I's Average People Pillar and Process Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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