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ATAC Rotation Institutional (ATCIX)

34.04 +0.69 (+2.07%)
At close: 8:05 AM EST
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DELL
  • Previous Close 33.35
  • YTD Return -1.27%
  • Expense Ratio 1.93%
  • Category Tactical Allocation
  • Last Cap Gain -75.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 51.18M
  • Beta (5Y Monthly) 1.30
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 2,155.00%
  • Last Dividend 0.09
  • 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

51.18M

Net Assets

2018-03-26

Inception Date

Performance Overview: ATCIX

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Trailing returns as of 11/20/2024. Category is Tactical Allocation.

YTD Return

ATCIX
1.27%
Category
9.69%
 

1-Year Return

ATCIX
23.32%
Category
27.45%
 

3-Year Return

ATCIX
10.24%
Category
8.85%
 

5-Year Return

ATCIX
3.22%
Category
8.56%
 

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Holdings: ATCIX

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Top 5 Holdings (100.09% of Total Assets)

SymbolCompany% Assets
SPTL
SPDR Portfolio Long Term Treasury ETF 25.58%
VGLT
Vanguard Long-Term Treasury Index Fund ETF Shares 25.57%
EDV
Vanguard Extended Duration Treasury Index Fund ETF Shares 24.91%
SCHR
Schwab Intermediate-Term U.S. Treasury ETF 23.81%
FGXXX
First American Funds, Inc. - Government Obligations Fund 0.22%

Sector Weightings

SectorATCIX
Industrials   16.32%
Technology   14.80%
Healthcare   11.90%
Real Estate   8.50%
Energy   5.61%
Utilities   2.35%

Recent News: ATCIX

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Research Reports: ATCIX

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