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 (11) | |||
| 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 | 4.48% | |||
| Dividend | ATLCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 9.48% | |||
| Asset Allocation | ATLCX-NASDAQ | Click to Compare |
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| Cash | -76.88% | |||
| Stock | 17.79% | |||
| U.S. Stock | 17.17% | |||
| Non-U.S. Stock | 0.62% | |||
| Bond | 158.58% | |||
| U.S. Bond | 158.58% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.52% | |||
| Price History | ATLCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.24% | |||
| 30-Day Total Return | 1.59% | |||
| 60-Day Total Return | -4.48% | |||
| 90-Day Total Return | -3.60% | |||
| Year to Date Total Return | -4.27% | |||
| 1-Year Total Return | -2.29% | |||
| 2-Year Total Return | 7.38% | |||
| 3-Year Total Return | 30.77% | |||
| 5-Year Total Return | -2.95% | |||
| 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 | $8.27 | |||
| 1-Month Low NAV | $8.09 | |||
| 1-Month High NAV | $8.29 | |||
| 52-Week Low NAV | $8.09 | |||
| 52-Week Low NAV (Date) | Sep 30, 2026 | |||
| 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 | 0.50 | |||
| Standard Deviation | 9.99 | |||
| Balance Sheet | ATLCX-NASDAQ | Click to Compare |
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| Total Assets | 72.01M | |||
| 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 | 12.29% | |||
| Last Bear Market Total Return | -9.93% | |||