Changing Parameters (CPMPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.68
-0.02 (-0.19%)
Jul 8, 2026, 4:00 PM EDT
Fund Assets67.87M
Expense Ratio2.64%
Min. Investment$2,500
Turnovern/a
Dividend (ttm)0.40
Dividend Yield3.78%
Dividend Growth-48.56%
Payout FrequencyAnnual
Ex-Dividend DateDec 30, 2025
Previous Close10.70
YTD Return1.04%
1-Year Return4.32%
5-Year Return12.01%
52-Week Low10.56
52-Week High10.98
Beta (5Y)0.15
Holdings10
Inception DateOct 2, 2006

About CPMPX

The Changing Parameters (CPMPX) seeks to achieve its investment objective by investing primarily in exchange-traded funds and U.S. Treasury instruments. CPMPX uses quantitative, technical and momentum analysis to allocate the Fund's portfolio between the equity and fixed income market.

Category High Yield Bond
Stock Exchange NASDAQ
Ticker Symbol CPMPX
Index Bloomberg U.S. Aggregate Bond TR

Performance

CPMPX had a total return of 4.32% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.42%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FAYZXFidelityFidelity Advisor Multi-Asset Income I0.86%
FIWBXFidelityFidelity Advisor Multi-Asset Income Z0.76%
FAZYXFidelityFidelity Advisor Multi-Asset Income M1.10%
FMSDXFidelityFidelity Multi-Asset Income Fund0.82%
FWATXFidelityFidelity Advisor Multi-Asset Income A1.11%

Top Holdings

99.97% of assets
NameSymbolWeight
American Beacon SiM High Yld Opps YSHOYX23.14%
T. ROWE PRICE INSTITUTIONAL INCOME FUNDS INC - T ROWE PR INST FLOAT RT-In/a20.04%
Eaton Vance Emerging Markets Debt Opportunities Fund Class IEIDOX14.96%
JPMorgan High Yield Fund Class IOHYFX14.66%
Nuveen Preferred Secs & Inc INPSRX9.98%
MML Barings High Yield IMPHZX5.25%
JPMORGAN TRUST IV - JPM-HDG EQ 2-IJHQDX3.42%
JPMORGAN TRUST IV - JPM-HDG EQ 3-IJHQTX3.37%
JPMorgan Hedged Equity Fund Class IJHEQX3.35%
First American Government Obligations FundFGXXX1.80%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 30, 2025$0.4046Dec 31, 2025
Dec 27, 2024$0.7866Dec 30, 2024
Dec 27, 2023$0.4537Dec 28, 2023
Dec 28, 2022$0.5173Dec 29, 2022
Dec 29, 2021$0.459Dec 30, 2021
Dec 29, 2020$0.7538Dec 29, 2020
Full Dividend History