Mutual Funds

Counterpoint Mutual Funds

Exchange Hours Website
9:30 - 15:59 ET www.counterpointmutualfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
COUNTERPOINT TACTICAL INCOME FUND A CPATX USD 500 USD 500 Bond N/A A No
COUNTERPOINT TACTICAL INCOME FUND C CPCTX USD 500 USD 500 Bond N/A C Yes
COUNTERPOINT TACTICAL INCOME FUND I CPITX USD 500 USD 500 Bond N/A I Yes
COUNTERPOINT TACTICAL EQUITY FUND A CPAEX USD 500 USD 500 N/A N/A A Yes
COUNTERPOINT TACTICAL EQUITY FUND I CPIEX USD 500 USD 500 N/A N/A I Yes
COUNTERPOINT LONG-SHORT EQUITY FUND I CPQIX USD 500 USD 500 N/A N/A I Yes
COUNTERPOINT LONG-SHORT EQUITY FUND A CPQAX USD 500 USD 500 N/A N/A A No
COUNTERPOINT TACTICAL MUNICIPAL I TMNIX USD 500 USD 500 N/A N/A I Yes
COUNTERPOINT TACTICAL MUNICIPAL A TMNAX USD 500 USD 500 N/A N/A A Yes
COUNTERPOINT TACTICAL MUNICIPAL C TMNCX USD 500 USD 500 N/A N/A C Yes
COUNTERPOINT TACTICAL EQUITY FUND C CPCEX USD 500 USD 500 N/A N/A C Yes
COUNTERPOINT LONG-SHORT EQUITY FUND C CPQCX USD 500 USD 500 N/A N/A C Yes

Notes:

  1. Advisor minimums may be lower.