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Nasdaq - Delayed Quote USD
Northern Lights Fund Trust III - Counterpoint Tactical Municipal Fund (TMNIX)
10.49
0.00
(0.00%)
At close: 8:02:17 PM EDT
Investment Information
- Min Initial Investment
- 5,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 50
- Min Subsequent Investment
- 5,000
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Schwab Institutional
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Securities America Advisors
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Securities America Inc.
- Vanguard TF
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any) in, or derives at least 80% of its income from, municipal bonds. It may indirectly and directly invest in issuers located in U.S. territories, commonwealths, possessions or protectorates. The fund may invest in debt securities of any credit quality or maturity. It may invest up to 100% of its assets in below investment grade securities.
Fund Overview
| Category | High Yield Muni |
| Fund Family | Counterpoint Mutual Funds |
| Net Assets | 313.93M |
| YTD Return | 0.96% |
| Yield | 3.30% |
| Morningstar Rating | |
| Inception Date | Jun 11, 2018 |
Performance & Risk
| YTD Return | -1.33% |
| 5y Average Return | 3.02% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.42 |
| Morningstar Risk Rating |
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