ATAC Rotation Fund Institutional Class
ATCIX
NASDAQ
| Weiss Ratings | ATCIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | ATCIX-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 | ATCIX-NASDAQ | Click to Compare |
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| Fund Name | ATAC Rotation Fund Institutional Class | |||
| Category | Tactical Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Mar 26, 2018 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 25,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | ATCIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.82% | |||
| Dividend | ATCIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.85% | |||
| Asset Allocation | ATCIX-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 | ATCIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.40% | |||
| 30-Day Total Return | -1.92% | |||
| 60-Day Total Return | 0.05% | |||
| 90-Day Total Return | 9.16% | |||
| Year to Date Total Return | 19.70% | |||
| 1-Year Total Return | 14.62% | |||
| 2-Year Total Return | 46.52% | |||
| 3-Year Total Return | 33.69% | |||
| 5-Year Total Return | -4.60% | |||
| Price | ATCIX-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 | ATCIX-NASDAQ | Click to Compare |
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| Nav | $39.31 | |||
| 1-Month Low NAV | $39.18 | |||
| 1-Month High NAV | $40.27 | |||
| 52-Week Low NAV | $31.09 | |||
| 52-Week Low NAV (Date) | Oct 31, 2024 | |||
| 52-Week High NAV | $40.27 | |||
| 52-Week High Price (Date) | Aug 05, 2025 | |||
| Beta / Standard Deviation | ATCIX-NASDAQ | Click to Compare |
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| Beta | 0.95 | |||
| Standard Deviation | 22.09 | |||
| Balance Sheet | ATCIX-NASDAQ | Click to Compare |
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| Total Assets | 49.60M | |||
| Operating Ratios | ATCIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.72% | |||
| Turnover Ratio | 2,155.00% | |||
| Performance | ATCIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.91% | |||
| Last Bear Market Total Return | -18.58% | |||