ATAC Rotation Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
ATAC Rotation Fund Institutional Class ATCIX
- NAV / 1-Day Return 41.90 / −0.26 %
- Total Assets 51.0M
-
Adj. Expense Ratio
1.610%
- Expense Ratio 1.500%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Tactical Allocation
- Investment Style Small Blend
- Credit Quality / Interest Rate Sensitivity High/Extensive
- Status Open
- TTM Yield 1.59%
- Turnover 1,327%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 1:30 AM GMT+0
Morningstar’s Analysis ATCIX
Will ATCIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ATCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ATCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 98.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Vanguard Extended Duration Trs ETF | 25.25 | 13M | — |
State Street SPDR Portfolio L/T Trs ETF | 24.67 | 13M | — |
Vanguard Long-Term Treasury ETF | 24.65 | 13M | — |
Schwab Intermediate-Term US Trs ETF™ | 24.15 | 12M | — |
First American Government Obligs X | 1.25 | 643,722 | Cash and Equivalents |
US DOLLARS | 0.02 | 12,009 | Cash and Equivalents |
United States