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ATAC Rotation Fund;Investor

NAS: ATACX

GO
/zigman2/quotes/202546180/realtime

$

34.96

Change

+0.05 +0.14%

May 16, 2022

YTD return

-14.96%

5 yr avg return

8.21%

Total net assets

41.70M

52 week low

52 week high

$34.74

$46.89

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.74%

12 b-1

0.25%

Turnover

2,030%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2021)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.34

Beta

0.46

Standard deviation

5.41

R. squared

0.22

Min. Investment

Standard (taxable)

2500

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
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1y
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/news/latest/company/us/atacx

MarketWatch News on ATACX

  1. Does bad breadth matter?

    1:30 p.m. Nov. 25, 2015

    - The Trading Deck

  2. Has the Fed lost control?

    11:14 a.m. March 27, 2015

    - The Trading Deck

  3. Loading more headlines...

Lipper Leader

Total Return: 5 Consistent Return: 1 Preservation: 1 Tax Efficiency: 2 Expense: 2

YTD Lipper Ranking: Quintile 5 (93th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -14.96% -5.44% -15.10% 93% 5
1yr -21.16% -2.70% -0.80% 98% 5
3yr 11.71% 3.21% 14.60% 6% 1
5yr 8.21% 2.37% 13.00% 3% 1
10yr n/a 2.46% 13.7% n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$20,525

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Absolute Return Funds

Fund family

n/a

Fund status

Open

Fund inception

September 10, 2012

Manager

Gayed/Venuto

Investment Policy

The Fund seeks to achieve absolute positive return over time. The Fund invests the Fund's assets primarily in shares of exchange-traded funds that track various indices. These indices may track the performance of the equity, fixed income and/or commodities markets.

Top Holdings

Company Symbol % of total net assets
First American Government Obligations Fd;X n/a 1.11
Vanguard Extended Duration Treasury Index Fd;ETF n/a 21.46
SPDR Portfolio Long Term Treasury ETF n/a 24.8
Vanguard Long-Term Treasury Index Fund;ETF n/a 24.81
Schwab Intermediate-Term US Treasury ETF n/a 27.93
/news/nonmarketwatch/company/us/atacx

Other News on ATACX

  1. Downside Protection For Retirement Portfolios

    8:52 a.m. Aug. 11, 2020

    - Seeking Alpha

  2. Defensive Funds For This High Risk Market

    12:26 p.m. Aug. 3, 2020

    - Seeking Alpha

  3. Coronavirus Roundtable - Time To Be Tactical (Video Transcript)

    7:30 a.m. April 25, 2020

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  4. Coronavirus Roundtable - Time To Be Tactical (Video)

    7:15 a.m. April 24, 2020

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  5. Giving Thanks To Lady Luck

    8:52 a.m. Nov. 30, 2015

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  6. Trump For Fed Chair

    10:02 a.m. Nov. 23, 2015

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  7. Taper Tantrum Redux

    11:13 a.m. Nov. 16, 2015

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  8. The Truth Changes Every Day For The Markets

    10:26 a.m. Nov. 9, 2015

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  9. Best Performing No Load Mutual Funds in Q3 of 2015

    9:15 a.m. Nov. 3, 2015

    - Zacks.com

  10. Interpreting Technicals: Your Lying Eyes

    9:08 a.m. Nov. 2, 2015

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  11. Huh? What? Short Attention-Span Investors

    2:37 p.m. Oct. 25, 2015

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  12. What If The US Is Japan And Deflation Is Fate?

    11:10 a.m. Oct. 19, 2015

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  13. The One Certainty When It Comes To Markets

    11:33 a.m. Oct. 12, 2015

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  14. The Bear Argument Collapse To Come

    10:39 a.m. Oct. 10, 2015

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  15. Will The Ultimate Correction Come From Consumers?

    2:05 p.m. Oct. 8, 2015

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  16. Post Crash, The Case For The Fall Melt-Up Of 2015

    6:17 p.m. Oct. 5, 2015

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  17. Small-Cap Meltup, Or Large-Cap Meltdown?

    9:33 a.m. Nov. 7, 2014

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  18. Social Media Stocks Friending Correction?

    7:41 a.m. Nov. 3, 2014

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