Back to top
more

Counterpoint Tactical Income Fund Class C: (MF: CPCTX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 07:03 PM ET

$10.94 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.01 95
3 months 0.50 94
6 months 1.54 94
1 Year 2.60 97
3 Year 5.30 64
5 Year 3.13 25
10 Year 4.03 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 3.57
5 Year 3.15
10 Year 4.20
Since Inception 3.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.05 0.96 1.81 0.80
2024 1.34 0.82 2.88 0.52
2023 2.08 1.54 0.94 3.86
2022 -2.63 -0.77 0.15 -0.08
2021 0.26 2.22 0.13 -1.06

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.013.575.678.68-3.301.537.368.79-3.802.5212.16
% Total Return Rel to Index 0.20-3.804.403.169.713.08-0.140.06-3.81-1.029.50
% Total Return Rel to Peer -0.18-3.441.802.296.210.861.420.81-2.66-1.487.02
% Perf Quintile vs Peer* 3.005.000.001.001.002.003.002.005.004.001.00
% Dividends 0.040.470.560.540.190.320.160.300.140.170.15
% Yield 0.034.034.754.021.702.731.352.681.281.521.32
Capital Gains ($) 0.000.000.000.000.000.000.000.000.140.000.00
Expense Ratio 0.002.442.442.472.462.482.532.542.522.522.68

* 1 = Top 20%, 5 = Bottom 20%