Atac Inflation Rotation Fund Quote

ATCIX Fund  USD 40.27  0.30  0.74%   

Performance

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Odds Of Distress

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Atac Inflation is trading at 40.27 as of the 24th of December 2025; that is 0.74 percent down since the beginning of the trading day. The fund's open price was 40.57. Atac Inflation has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of November 2025 and ending today, the 24th of December 2025. Click here to learn more.
The adviser invests the funds assets primarily in shares of a diversified portfolio of exchange-traded funds that track various indices or multiples thereof, sometimes referred to underlying ETFs. These indices may track the performance of the equity andor fixed income markets, in general, or the performance of specific sectors or market segments .. More on Atac Inflation Rotation

Moving together with Atac Mutual Fund

  0.91ATACX Atac Inflation RotationPairCorr

Moving against Atac Mutual Fund

  0.7AHSCX Alger Health SciencesPairCorr
  0.57BHSRX Blackrock Health SciencesPairCorr
  0.52JEDCX Jpmorgan Emerging MarketsPairCorr
  0.47RAMCX Short Term BondPairCorr
  0.42PROVX Provident Trust StrategyPairCorr
  0.4PRWBX T Rowe PricePairCorr

Atac Mutual Fund Highlights

Fund ConcentrationATAC Fund Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, ATAC Fund, Large, Tactical Allocation (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date29th of December 2022
Fiscal Year EndAugust
Atac Inflation Rotation [ATCIX] is traded in USA and was established 24th of December 2025. Atac Inflation is listed under ATAC Fund category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of ATAC Fund family. This fund presently has accumulated 65.44 M in assets under management (AUM) with minimum initial investment of 25 K. Atac Inflation Rotation is currently producing year-to-date (YTD) return of 21.29% with the current yeild of 0.01%, while the total return for the last 3 years was 7.34%.
Check Atac Inflation Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Atac Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Atac Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Atac Inflation Rotation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Atac Inflation Rotation Mutual Fund Constituents

VBVanguard Small Cap IndexEtfSmall Blend
SHYiShares 1 3 YearEtfShort Government
BILSPDR Bloomberg 1 3EtfUltrashort Bond
SCHRSchwab Intermediate Term TreasuryEtfIntermediate Government
VOOVanguard SP 500EtfLarge Blend
VGLTVanguard Long Term TreasuryEtfLong Government
UPROProShares UltraPro SP500EtfTrading--Leveraged Equity
TNADirexion Daily SmallEtfTrading--Leveraged Equity
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Atac Inflation Rotation Risk Profiles

Atac Inflation Against Markets

Other Information on Investing in Atac Mutual Fund

Atac Inflation financial ratios help investors to determine whether Atac Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Atac with respect to the benefits of owning Atac Inflation security.
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