ATACX Mutual Fund

ATACX Mutual Fund (ATAC Rotation Fund Investor Class) is managed by ATAC Tactical Fund Family with $8.7M in net assets. ATACX expense ratio is 1.87%, holding 5 positions across sectors including Financials. Inception date: 2012-09-10.

ATACX performance shows a YTD return of 11.31%. The 1-year return is 6.74% and the 5-year return is 1.31%. ATACX dividend yield stands at 1.63%, paid annually.

ATACX top holdings include Vanguard S&P 500 ETF (44.2%), Ishares Core S&p 500 ETF (29.5%), Unipro Pjsc (15.4%), SPDR Portfolio Large Cap ETF (9.8%), First American Government Obligations Fund - Class X, 4.22% (1.4%). Go to all ATACX holdings, ATACX sectors, or ATACX dividends.

ATACX can be compared against other funds. Use ATACX overlap to find shared positions, or ATACX vs another fund for a side-by-side view. ATACX alternatives are available via the screener, along with tax-loss harvesting opportunities.