ATAC Rotation Fund Investor Class
ATACX
NASDAQ
| Weiss Ratings | ATACX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | ATACX-NASDAQ | Click to Compare |
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| Provider | ATAC Fund | |||
| Manager/Tenure (Years) | Michael Gayed (12), Michael J. Venuto (5) | |||
| Website | http://www.atacfund.com | |||
| Fund Information | ATACX-NASDAQ | Click to Compare |
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| Fund Name | ATAC Rotation Fund Investor Class | |||
| Category | Tactical Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Sep 10, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | ATACX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.76% | |||
| Dividend | ATACX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.85% | |||
| Asset Allocation | ATACX-NASDAQ | Click to Compare |
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| Cash | 4.13% | |||
| Stock | 93.25% | |||
| U.S. Stock | 92.32% | |||
| Non-U.S. Stock | 0.93% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 2.61% | |||
| Price History | ATACX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.41% | |||
| 30-Day Total Return | -1.92% | |||
| 60-Day Total Return | 0.00% | |||
| 90-Day Total Return | 9.10% | |||
| Year to Date Total Return | 19.51% | |||
| 1-Year Total Return | 14.38% | |||
| 2-Year Total Return | 45.81% | |||
| 3-Year Total Return | 32.68% | |||
| 5-Year Total Return | -5.77% | |||
| Price | ATACX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | ATACX-NASDAQ | Click to Compare |
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| Nav | $38.70 | |||
| 1-Month Low NAV | $38.57 | |||
| 1-Month High NAV | $39.65 | |||
| 52-Week Low NAV | $30.64 | |||
| 52-Week Low NAV (Date) | Oct 31, 2024 | |||
| 52-Week High NAV | $39.65 | |||
| 52-Week High Price (Date) | Aug 05, 2025 | |||
| Beta / Standard Deviation | ATACX-NASDAQ | Click to Compare |
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| Beta | 0.95 | |||
| Standard Deviation | 22.07 | |||
| Balance Sheet | ATACX-NASDAQ | Click to Compare |
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| Total Assets | 49.60M | |||
| Operating Ratios | ATACX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.97% | |||
| Turnover Ratio | 2,155.00% | |||
| Performance | ATACX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.70% | |||
| Last Bear Market Total Return | -18.65% | |||