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Morningstar

ATAC Rotation Institutional ATCIX

Morningstar Medalist Rating
Medalist Rating as of | See ATAC Investment Hub
  • NAV / 1-Day Return 30.16  /  −0.46 %
  • Total Assets 51.8 Mil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.930%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Small Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield —
  • Turnover 2,259%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:13 AM GMT+0

Morningstar’s Analysis ATCIX

Will ATCIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ATCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

Weakness in ATAC Rotation Institutional's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ATCIX

More ATCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P Small-Cap ETF

34.60 18.5 Mil
—

Schwab US Small-Cap ETF™

24.99 13.3 Mil
—

Direxion Daily Small Cap Bull 3X ETF

15.07 8.0 Mil
—

iShares Russell 2000 ETF

13.08 7.0 Mil
—

SPDR® Portfolio S&P 600 Sm Cap ETF

9.89 5.3 Mil
—

US DOLLARS

2.12 1.1 Mil
Cash and Equivalents

First American Government Obligs X

0.25 132,705
Cash and Equivalents