Skip to Content


ATAC Parent Rating


In an increasingly competitive industry, ATAC falls behind on a number of key metrics, resulting in a Low Parent Pillar rating. A notable weakness of ATAC is the inexperience of its longest-tenured managers compared with other asset managers. Managing capital through a full market cycle is a challenging prospect for seasoned managers, but with only about five years of average tenure, there's cause for concern. The ATAC portfolio management team has lacked continuity over the past five years, denoted by elevated levels of turnover, which bears watching. The firm has not had a durable product lineup. Specifically, its five-year success ratio demonstrates that only 0% of products were both able to survive and beat their respective category median. A low success ratio not only indicates poor performance but also raises flags about a firm’s discipline around investment strategy and product development.

ATAC Investments


US Open-end ex MM ex FoF ex Feeder

# of Share Classes


Highest Rated Investments

See All ATAC Funds
Morningstar Rating # of Share Classes
Not Rated 0
Morningstar Rating Overall
5-Year Category Rank
ATAC Rotation Institutional93
ATAC Rotation Investor94
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars. Star ratings are calculated at the end of every month. Investments must have at least 36 continuous months of total returns to receive a rating.

Quick Definitions: Key Morningstar Terms

Sponsor Center