Skip to Content

ATAC

ATAC Parent Rating

Below Average

ATAC fails to meet industry-standard stewardship qualities, culminating 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. A detractor from the firm's rating is its lower-than-average portfolio management retention over the past five years, as elevated turnover bears watching. 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

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 Institutional63
ATAC Rotation Investor67

Exchange-Traded Funds

See All ATAC ETFs

Market

US ETFs

Total Net Assets

15.67 Mil

Investment Flows (TTM)

993,913.00

Asset Growth Rate (TTM)

7.49%

# 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——

Quick Definitions: Key Morningstar Terms

Sponsor Center