ATAC Rotation Fund Investor Class ATACX Strategy

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Strategy

The investment seeks to achieve absolute positive returns over time. The adviser invests the fund's assets primarily in shares of a diversified portfolio of exchange-traded funds ("ETFs") that track various indices or multiples thereof, sometimes referred to "underlying ETFs." These indices may track the performance of the equity and/or fixed income markets, in general, or the performance of specific sectors (e.g., a large grouping of companies operating within the market that share similar characteristics) or market segments (e.g., large, medium, or small capitalization domestic and/or foreign companies).

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
ATACX
ATAC Rotation Fund Investor ClassNo LoadOpen $8.65M1.860%High$2,500−$2.14M
ATCIX
ATAC Rotation Fund Institutional ClassInstitutionalOpen $42.45M1.610%Above Average$25,000−$1.72M

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