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ATAC Rotation Institutional (ATCIX)

36.70
+0.68
+(1.89%)
At close: June 6 at 8:00:06 PM EDT
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  • Previous Close 36.02
  • YTD Return 7.70%
  • Expense Ratio 1.72%
  • Category Tactical Allocation
  • Last Cap Gain -75.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 47.1M
  • Beta (5Y Monthly) 1.40
  • Yield 0.92%
  • 5y Average Return --
  • Holdings Turnover 2,155.00%
  • Last Dividend 0.33
  • Inception Date Mar 26, 2018

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

47.1M

Net Assets

2018-03-26

Inception Date

More about ATAC Rotation Institutional

Performance Overview: ATCIX

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Trailing returns as of 6/5/2025. Category is Tactical Allocation.

YTD Return

ATCIX
7.70%
Category
9.69%
 

1-Year Return

ATCIX
16.04%
Category
27.45%
 

3-Year Return

ATCIX
0.96%
Category
8.85%
 

5-Year Return

ATCIX
1.34%
Category
8.56%
 

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Holdings: ATCIX

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Sector Weightings

SectorATCIX
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%
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Recent News: ATCIX

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Research Reports: ATCIX

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