Atlas U.S. Tactical Income Fund Class C
ATLCX
NASDAQ
| Weiss Ratings | ATLCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | ATLCX-NASDAQ | Click to Compare |
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| Provider | ATLAS US. TACTICAL INCOME FUND, INC. | |||
| Manager/Tenure (Years) | Paul Hopgood (10) | |||
| Website | -- | |||
| Fund Information | ATLCX-NASDAQ | Click to Compare |
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| Fund Name | Atlas U.S. Tactical Income Fund Class C | |||
| Category | Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Multisector Bond | |||
| Inception Date | Sep 30, 2015 | |||
| 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 | ATLCX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.19% | |||
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| Dividend Yield (Forward) | 10.59% | |||
| Asset Allocation | ATLCX-NASDAQ | Click to Compare |
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| Cash | -80.99% | |||
| Stock | 15.69% | |||
| U.S. Stock | 15.62% | |||
| Non-U.S. Stock | 0.07% | |||
| Bond | 164.62% | |||
| U.S. Bond | 164.62% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.69% | |||
| Price History | ATLCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.86% | |||
| 30-Day Total Return | -2.00% | |||
| 60-Day Total Return | -1.79% | |||
| 90-Day Total Return | -0.90% | |||
| Year to Date Total Return | -0.90% | |||
| 1-Year Total Return | 8.49% | |||
| 2-Year Total Return | 15.82% | |||
| 3-Year Total Return | 23.20% | |||
| 5-Year Total Return | 2.36% | |||
| Price | ATLCX-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 | ATLCX-NASDAQ | Click to Compare |
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| Nav | $8.74 | |||
| 1-Month Low NAV | $8.57 | |||
| 1-Month High NAV | $8.95 | |||
| 52-Week Low NAV | $7.96 | |||
| 52-Week Low NAV (Date) | Apr 11, 2025 | |||
| 52-Week High NAV | $9.05 | |||
| 52-Week High Price (Date) | Jan 27, 2026 | |||
| Beta / Standard Deviation | ATLCX-NASDAQ | Click to Compare |
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| Beta | 0.57 | |||
| Standard Deviation | 9.53 | |||
| Balance Sheet | ATLCX-NASDAQ | Click to Compare |
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| Total Assets | 77.14M | |||
| Operating Ratios | ATLCX-NASDAQ | Click to Compare |
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| Expense Ratio | 6.70% | |||
| Turnover Ratio | 7.00% | |||
| Performance | ATLCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.33% | |||
| Last Bear Market Total Return | -9.93% | |||