Counterpoint Funds

Counterpoint offers a range of systematic funds that seek to manage downside risk while improving long-run portfolio performance.

Fixed Income Funds

Tactical Income Fund

CPATX / CPCTX / CPITX

The Fund seeks income and capital preservation. The Fund leverages proprietary quantitive
trend following models to determine when to buy and sell mutual funds and ETFs of high yielding bonds,
low duration treasuries, and cash equivalents.

Tactical Municipal Fund

TMNAX / TMNCX / TMNIX

The Fund seeks tax-exempt Income by investing in mutual funds and ETFs of high-yield or high-quality
municipal bond instruments. The fund leverages proprietary quantitive trend-following models to reduce
exposure to declines in the high-yield municipal bonds market.

High Yield Trend ETF

HYTR

The fund seeks to provide investment results that track, before fees and expenses, of the
CP High Yield Trend Index. The fund uses an ensemble of trend following and time series momentum
to alternate exposure between high yield corporate bonds and low duration U.S. Treasuries.

Equity Funds

Tactical Equity Fund

CPAEX / CPCEX / CPIEX

The Fund seeks to provide capital appreciation and preservation. The Fund invests in individual stocks
that have exposure to multiple factors (or anomalies), while using a tactical model to dynamically adjust
exposure to the broad stock market.

Recent Perspectives

Managing Risk in a Post-YOLO Market

In 2020, innovation-focused visionaries and YOLO option traders on Reddit message boards were an unmistakable force in the U.S. stock market. Unprofitable tech companies and meme stocks (“stonks”)...

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STAY CONNECTED

Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.

5516-NLD-09/01/2021

 

 

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