Morningstar

ATAC Credit Rotation ETF JOJO

Medalist Rating as of Sep 30, 2026 See ATAC Investment Hub

Strategy

The investment seeks current income and long-term capital appreciation. Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in credit-related securities, or ETFs that invest, under normal circumstances, at least 80% of their net assets, plus borrowings for investment purposes, in credit-related securities. Credit-related securities include fixed-income securities, debt securities and loans and investments with economic characteristics similar to fixed-income securities, debt securities and loans.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JOJO	ATAC Credit Rotation ETF	ETF	Open			Jul 15, 2021	$3.95M	1.240%	—	—	−$2.12M

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