ATACX Mutual Fund

ATACX Mutual Fund (ATAC Rotation Fund Investor Class) is managed by ATAC Tactical Fund Family with $8.5M 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 12.04%. The 1-year return is 17.89% and the 5-year return is 0.41%. ATACX dividend yield stands at 1.63%, paid annually.

ATACX top holdings include Ishares Core MSCI Emerging Markets ETF (39.5%), Spdr Portfolio Emerging Markets ETF (23.5%), Schwab Emerging Markets Equity Etf (18.6%), Direxion Daily Msci Emerging Markets Bull 3X Shares (16.8%), First American Government Obligations Fund - Class X, 4.22% (2.0%). View all ATACX holdings, sector breakdown, or dividend history.

ATACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ATACX alternatives are available via the screener, along with tax-loss harvesting opportunities.