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 (13), 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 | 1.72% | |||
| Dividend | ATCIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | ATCIX-NASDAQ | Click to Compare |
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| Cash | 2.81% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 97.19% | |||
| U.S. Bond | 97.19% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | ATCIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.08% | |||
| 30-Day Total Return | -2.56% | |||
| 60-Day Total Return | 0.02% | |||
| 90-Day Total Return | 2.49% | |||
| Year to Date Total Return | 3.85% | |||
| 1-Year Total Return | 19.45% | |||
| 2-Year Total Return | 31.66% | |||
| 3-Year Total Return | 44.82% | |||
| 5-Year Total Return | -11.00% | |||
| 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 | $39.89 | |||
| 1-Month Low NAV | $39.28 | |||
| 1-Month High NAV | $40.94 | |||
| 52-Week Low NAV | $32.03 | |||
| 52-Week Low NAV (Date) | Apr 21, 2025 | |||
| 52-Week High NAV | $41.93 | |||
| 52-Week High Price (Date) | Oct 22, 2025 | |||
| Beta / Standard Deviation | ATCIX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 20.73 | |||
| Balance Sheet | ATCIX-NASDAQ | Click to Compare |
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| Total Assets | 51.20M | |||
| Operating Ratios | ATCIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.62% | |||
| Turnover Ratio | 1,327.00% | |||
| Performance | ATCIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.91% | |||
| Last Bear Market Total Return | -18.58% | |||