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ATAC Rotation Investor ATACX

Quantitative rating as of
  • NAV / 1-Day Return 31.99  /  2.05 %
  • Total Assets 81.7 Mil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.940%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.00
  • Turnover 2,610%

Morningstar’s Analysis ATACX

Will ATACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in ATAC Rotation Investor's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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