Resources

FUND LITERATURE
FORMS & APPLICATIONS
FILINGS & REPORTS

Applications for direct investment in Counterpoint’s funds are available under Forms & Applications.
These forms are also available on LaserApp. Direct shareholders can access their account online at Shareholder Services.

Featured Resources

Counterpoint Equity Fund CPIEX Overview

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Counterpoint Equity Fund CPIEX Overview

Joey Background & Role at Counterpoint

Dan’s Background & Role at Counterpoint

Michael Krause’s Background & Role at Counterpoint

History of Counterpoint

How Diversifier Strategies Can Help Manage Risk

How do we Invest?

Why the 60-40 Portfolio Doesn’t Always Work as Advertised

What is Tactical Investing?

What’s the Difference Between Long-Only vs Long-Short Equity Strategies?

How can Machine Learning Help Identify Investment Opportunities?

What is Growth vs Value vs Multi-Factor Investing?

Why Does Factor Investing Work?

What is the Reversal Factor?

What is the Volatilty Factor?

What is the Sentiment Factor?

What is the Quality Factor?

What is the Value Factor?

What is the Momentum Factor?

What are the Factors That Counterpoint Uses to Invest?

What is Passive Investing?

What is Factor Investing?

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.

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Forms & Applications

New Accounts

Counterpoint Non-Qualified New Account Application
Counterpoint IRA/Roth New Account Application
Counterpoint Education Savings Account (ESA) New Account Application
Counterpoint Simple IRA New Account Application

Transfer Forms

Counterpoint Non-Qualified Transfer of Assets Form
Counterpoint Retirement/Qualified Transfer of Assets Form

Filings & Reports

Counterpoint Mutual Funds

Counterpoint Combined December 2025 SOI
Counterpoint Funds September 2025 Annual Financial Statements
Counterpoint Tactical Income Fund N-PX Form 2025
Counterpoint Tactical Municipal Fund N-PX Form 2025
Counterpoint Tactical Equity Fund N-PX Form 2025
Counterpoint Combined June 2025 SOI
Counterpoint Funds March 2025 Semi-Annual Financial Statements

Counterpoint ETFs

Counterpoint ETFs December 2025 SOI
Counterpoint High Yield ETF N-PX Form 2025
Counterpoint Quantitative Equity ETF N-PX Form 2025
Counterpoint ETFs June 2025 SOI
Counterpoint ETFs March 2025 Semi-Annual Financial Statements
Counterpoint ETFs September 2024 Annual Financial Statements
Counterpoint High Yield ETF 2024 Semi-Annual Report

Custom Shareholder Reports

Copyright © 2026 Counterpoint Funds, LLC.

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