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Atlas U.S. Tactical Income A (ATLAX)

8.13
+0.07
+(0.87%)
At close: 8:00:06 PM EDT
Loading Chart for ATLAX
  • Previous Close 8.06
  • YTD Return 3.14%
  • Expense Ratio 1.18%
  • Category Allocation--15% to 30% Equity
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 72.96M
  • Beta (5Y Monthly) 1.02
  • Yield 4.68%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.10
  • Inception Date Sep 30, 2015

The fund invests primarily in fixed-income securities, including U.S. government, mortgage-backed, and corporate debt securities and municipal obligations. It normally will invest at least 80% of its assets in a diversified portfolio of fixed-income instruments of varying maturities, and normally will maintain an average portfolio duration of negative 3 years to plus 6 years. The fund will generally invest up to 20% of its total assets in large capitalization stocks including through the use of passive investments, such as exchange traded funds ("ETFs").

ATLAS US. TACTICAL INCOME FUND, INC.

Fund Family

Allocation--15% to 30% Equity

Fund Category

72.96M

Net Assets

2015-09-30

Inception Date

Performance Overview: ATLAX

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Trailing returns as of 4/7/2025. Category is Allocation--15% to 30% Equity.

YTD Return

ATLAX
3.14%
Category
3.28%
 

1-Year Return

ATLAX
6.46%
Category
11.74%
 

3-Year Return

ATLAX
1.53%
Category
6.56%
 

5-Year Return

ATLAX
2.86%
Category
5.38%
 

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Holdings: ATLAX

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Sector Weightings

SectorATLAX
Real Estate   71.13%
Technology   10.63%
Healthcare   2.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%

Recent News: ATLAX

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Research Reports: ATLAX

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