Counterpoint Tactical Income Fund Class A (CPATX) Research

The Counterpoint Tactical Income Fund Class A primarily allocates its capital by investing in other investment vehicles, which include mutual funds, closed-end funds, and both passively and actively managed exchange-traded funds (ETFs). These underlying investments then target three main types of assets: 1. Higher-Yielding Instruments: This category encompasses a range of debt instruments often considered speculative-grade, colloquially known as "junk." Specific examples include corporate bonds, bank loans, preferred stock, debt with floating interest rates, and high-yield municipal debt. 2. U.S. Government Obligations: The fund also seeks exposure to securities issued or guaranteed by the United States government, its agencies, or instrumentalities. This includes U.S. Treasury securities, with a notable characteristic being their short to intermediate-term average duration, typically not exceeding five years. 3. Cash and Equivalents: A portion of the portfolio is held in highly liquid assets, such as cash and various cash equivalents, which may include holdings in money market funds.

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