Morningstar

ATAC Rotation Fund Investor Class ATACX

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

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 Class	No Load	Open			Sep 10, 2012	$8.41M	1.860%	High	$2,500	−$2.08M
ATCIX	ATAC Rotation Fund Institutional Class	Institutional	Open			Mar 26, 2018	$41.16M	1.610%	Above Average	$25,000	−$1.89M

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