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 N/A Front-End Load CLASS A No
COUNTERPOINT TACTICAL INCOME FUND C CPCTX USD 500 USD 500 N/A No Load CLASS C No
COUNTERPOINT TACTICAL INCOME FUND I CPITX USD 500 USD 500 N/A No Load CLASS I Yes
COUNTERPOINT TACTICAL EQUITY FUND A CPAEX USD 500 USD 500 N/A Front-End Load CLASS A No
COUNTERPOINT TACTICAL EQUITY FUND I CPIEX USD 500 USD 500 N/A No Load CLASS I Yes
COUNTERPOINT TACTICAL MUNICIPAL I TMNIX USD 500 USD 500 Bond No Load CLASS I Yes
COUNTERPOINT TACTICAL MUNICIPAL A TMNAX USD 500 USD 500 Bond Front-End Load CLASS A No
COUNTERPOINT TACTICAL MUNICIPAL C TMNCX USD 500 USD 500 Bond No Load CLASS C No
COUNTERPOINT TACTICAL EQUITY FUND C CPCEX USD 500 USD 500 N/A No Load CLASS C No

Notes:

  1. Advisor minimums may be lower.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport