Nasdaq - Delayed Quote USD
ATAC Rotation Investor (ATACX)
35.68
+1.64
+(4.82%)
At close: 4:39:48 PM EDT
Loading Chart for ATACX
- Previous Close
34.04 - YTD Return 0.96%
- Expense Ratio 1.97%
- Category Tactical Allocation
- Last Cap Gain -75.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 46.52M
- Beta (5Y Monthly) 1.38
- Yield 0.91%
- 5y Average Return --
- Holdings Turnover 2,155.00%
- Last Dividend 0.30
- Inception Date Sep 10, 2012
The adviser invests the fund's assets primarily in shares of a diversified portfolio of exchange-traded funds ("ETFs") that track various indices or multiples thereof, sometimes referred to "underlying ETFs." These indices may track the performance of the equity and/or fixed income markets, in general, or the performance of specific sectors (e.g., a large grouping of companies operating within the market that share similar characteristics) or market segments (e.g., large, medium, or small capitalization domestic and/or foreign companies).
ATAC Fund
Fund Family
Tactical Allocation
Fund Category
46.52M
Net Assets
2012-09-10
Inception Date
Performance Overview: ATACX
View MoreTrailing returns as of 5/8/2025. Category is Tactical Allocation.
People Also Watch
RORO ATAC US Rotation ETF
14.90
-1.90%
JOJO ATAC Credit Rotation ETF
14.92
+0.98%
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF New
19.19
-1.79%
BGAFX Baron Global Advantage Fund
37.97
+0.34%
SWAN Amplify BlackSwan Growth & Treasury Core ETF
29.12
+1.24%
WHOSX Wasatch-Hoisington US Treasury
10.08
-0.98%
ATCIX ATAC Rotation Institutional
36.22
+4.80%
BTAL AGF U.S. Market Neutral Anti-Beta Fund
18.94
-3.42%
RPAR RPAR Risk Parity ETF
19.31
-0.26%
PHDG Invesco S&P 500 Downside Hedged ETF
33.66
+0.96%
MCSMX Matthews China Small Companies Fund
9.43
-0.53%
TAIL Cambria Tail Risk ETF
12.17
-2.09%
DBMF iMGP DBi Managed Futures Strategy ETF
25.18
-0.51%
RAAX VanEck Real Assets ETF
30.24
-0.15%
SPHB Invesco S&P 500 High Beta ETF
87.73
+5.44%
SGNFX Sparrow Growth No-Load
45.99
-0.20%
Holdings: ATACX
View MoreTop 5 Holdings (100.15% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorATACX
Financial Services 16.97%
Industrials 16.45%
Technology 14.36%
Healthcare 13.46%
Consumer Cyclical 12.51%
Real Estate 8.24%
Energy 4.91%
Basic Materials 4.54%
Consumer Defensive 3.74%
Communication Services 2.53%
Utilities 2.28%
Related Mutual Fund News
View More
Top Mutual Funds
KTCIX DWS Science and Technology Inst
45.58
+4.61%
KTCAX DWS Science and Technology A
38.10
+4.61%
KTCSX DWS Science and Technology S
39.70
+4.61%
LYRIX Lyrical U.S. Value Equity Fund
27.72
+4.60%
DHLTX Diamond Hill Select I
23.70
+4.59%
LYRCX Lyrical U.S. Value Equity Fund
27.12
+4.59%
LYRAX Lyrical U.S. Value Equity Fund
27.60
+4.59%
LYRBX Lyrical U.S. Value Equity Fund
27.49
+4.56%
DHTYX Diamond Hill Select Fund
23.84
+4.56%
DHTAX Diamond Hill Select Fund
23.29
+4.53%
ACFSX American Century Focused Dynamic Gr I
67.11
+4.45%
ACFOX American Century Focused Dynamic Gr Inv
65.81
+4.44%
ACFDX American Century Focused Dynamic Gr A
64.07
+4.43%
TWCUX American Century Ultra Fund
89.33
+4.38%
TWUIX American Century Ultra Fund
95.29
+4.38%
AULNX American Century Ultra G
100.31
+4.38%
AULGX American Century Ultra R5
95.37
+4.38%
AULYX American Century Ultra Y
96.62
+4.38%
AULDX American Century Ultra R6
96.48
+4.37%
HWSZX Hotchkis & Wiley Small Cap Value Z
70.10
+4.36%
MEFOX Meehan Focus
59.70
+4.04%
LSGGX Loomis Sayles Global Growth Y
22.01
+4.02%
LSNGX Loomis Sayles Global Growth N
22.07
+4.01%
LSAGX Loomis Sayles Global Growth A
21.59
+4.00%
LSCGX Loomis Sayles Global Growth C
20.11
+3.98%
CLGRX Calvert US Large Cap Growth Rspnb Idx R6
65.83
+3.95%
CGJIX Calvert US Large Cap Growth Rspnb Idx I
66.00
+3.94%
EIFGX Eaton Vance Focused Growth Opps I
27.99
+3.86%
EAFGX Eaton Vance Focused Growth Opportunities Fund
26.66
+3.86%
LGLFX Lord Abbett Growth Leaders Fund
47.45
+3.85%
LGLIX Lord Abbett Growth Leaders Fund
47.88
+3.84%
ANODX American Century Small Cap Growth R6
22.59
+3.77%
ELCIX Eaton Vance Growth Fund
43.57
+3.76%
ANONX American Century Small Cap Growth I
22.08
+3.76%
ANOIX American Century Small Cap Growth Inv
20.99
+3.76%
RPMAX Reinhart Genesis PMV Investor
15.47
+3.76%
ANOHX American Century Small Cap Growth G
23.59
+3.74%
ACILX American Century Heritage G
29.70
+3.74%
ANORX American Century Small Cap Growth R
18.36
+3.73%
ANOAX American Century Small Cap Growth A
19.48
+3.73%
RPMFX Reinhart Genesis PMV Advisor
15.60
+3.72%
ATHIX American Century Heritage I
28.14
+3.72%
ATHGX American Century Heritage R5
28.15
+3.72%
ATHDX American Century Heritage R6
29.03
+3.72%
ATHAX American Century Heritage A
20.10
+3.72%
LKSCX LKCM Small Cap Equity Instl
20.66
+3.71%
ATHYX American Century Heritage Y
29.04
+3.71%
TWHIX American Century Heritage Fund
24.44
+3.69%
ATHWX American Century Heritage R
19.68
+3.69%
CSMVX Congress Small Cap Growth Retail
39.28
+3.59%
CSMCX Congress Small Cap Growth Institutional
45.24
+3.57%
DSCPX Davenport Small Cap Focus Fund
16.30
+3.56%
RMBBX RMB Small Cap I
16.32
+3.55%
NEAGX Needham Aggressive Growth Retail
46.07
+3.53%
NEAIX Needham Aggressive Growth Institutional
48.73
+3.53%
OSCNX Invesco Main Street Small Cap R
21.10
+3.48%
WTSGX Segall Bryant & Hamill Small Cap Gr Ret
19.69
+3.47%
WISGX Segall Bryant & Hamill Small Cap GrInstl
20.29
+3.47%
OSSIX Invesco Main Street Small Cap R6
22.22
+3.45%
CSXAX Calvert US Large Cap Core Rspnb Idx A
48.82
+3.43%
MNSQX Invesco Main Street Small Cap R5
22.01
+3.43%
OSCAX Invesco Main Street Small Cap A
21.78
+3.42%
CISIX Calvert US Large Cap Core Rspnb Idx I
50.25
+3.42%
OSCYX Invesco Main Street Small Cap Y
22.11
+3.41%
NESYX Natixis US Equity Opportunities Y
58.20
+3.41%
NESNX Natixis US Equity Opportunities N
58.42
+3.40%
JAMEX Jamestown Equity Fund
33.83
+3.39%
NEFSX Natixis US Equity Opportunities A
43.00
+3.39%
JOPPX Johnson Opportunity
51.09
+3.36%
SCVNX Allspring Small Company Value Inst
35.20
+3.35%
EXTGX Eaton Vance Tx-Mgd Growth 1.2 A
52.84
+3.34%
INIYX VanEck International Investors Gold Y
16.41
+3.34%
INIVX VanEck International Investors Gold A
15.80
+3.34%
EITMX Eaton Vance Tax Managed Growth 1.1 Fund
108.78
+3.33%
EITGX Eaton Vance Tax Managed Growth 1.2 Fund
53.03
+3.33%
ETTGX Eaton Vance Tx-Mgd Growth 1.1 A
117.02
+3.33%
WBVRX William Blair Small Cap Value R6
27.63
+3.33%
WBVNX William Blair Small Cap Value N
27.66
+3.32%
INIIX VanEck International Investors Gold I
22.41
+3.32%
GIUIX NAA Mid Growth Institutional
36.92
+3.21%
WBSNX William Blair Small Cap Growth N
26.33
+3.21%
SECUX NAA Mid Growth A
36.93
+3.21%
WBSIX William Blair Small Cap Growth I
32.16
+3.21%
LSCRX Loomis Sayles Small Cap Value Retail
20.91
+3.21%
WSMRX William Blair Small-Mid Cap Growth R6
25.45
+3.20%
NECOX Natixis Oakmark C
22.28
+3.20%
WBSRX William Blair Small Cap Growth R6
32.31
+3.19%
NEOYX Natixis Oakmark Y
32.69
+3.19%
LSVAX Loomis Sayles Small Cap Value Admin
18.47
+3.18%
NSMCX Nuveen Small/Mid Cap Value Fund
24.65
+3.18%
NSMAX Nuveen Small/Mid Cap Value Fund
31.15
+3.18%
LSSCX Loomis Sayles Small Cap Value Instl
21.76
+3.18%
NOANX Natixis Oakmark N
32.81
+3.18%
LSCNX Loomis Sayles Small Cap Value N
21.77
+3.18%
NEFOX Natixis Oakmark A
29.90
+3.17%
BUIOX Buffalo Early Stage Growth Instl
15.60
+3.17%
NSMRX Nuveen Small/Mid Cap Value Fund
32.29
+3.16%
NWQFX Nuveen Small/Mid Cap Value R6
32.62
+3.16%
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
22.24
+3.11%
HWCAX Hotchkis & Wiley Disciplined Value A
29.62
+3.10%