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Morningstar

ATAC

ATAC Parent Rating

Below Average
Morningstar Manager Research

ATAC has a ways to go to become an industry-standard steward, resulting in a Below Average Parent Pillar rating.

With an average tenure of six years among the longest-tenured managers at ATAC, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. The ATAC roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average overall Morningstar Rating of 1.0 stars. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

ATAC Investments

Mutual Funds

See All ATAC Funds

Market

US Open-end ex MM ex FoF ex Feeder

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
0
2
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
ATAC Rotation Institutional73
ATAC Rotation Investor77
View All 5-Star Standouts

Exchange-Traded Funds

See All ATAC ETFs

Market

US ETFs

Total Net Assets

14.12 Mil

Investment Flows (TTM)

−1.04 Mil

Asset Growth Rate (TTM)

−6.62%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
0
1
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
ATAC US Rotation ETF—
ATAC Credit Rotation ETF——
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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