Tactical Risk-On, Risk-Off Funds

Our Funds rotate offensively or defensively based on historically

proven leading indicators of volatility.

Overview

5 Reasons to Invest in ATAC​

ATACX

A mutual fund that rotates around small-caps, large-caps, or emerging markets (risk-on), and Treasuries (risk-off) based on Utilities and Treasuries as risk triggers.

RORO

An ETF that rotates around US small-caps and growth (risk-on), and Treasuries (risk-off) based on Lumber relative to Gold as a risk trigger.

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ATACX

ATAC ROTATION FUND

ATACX had an Overall Morningstar Rating of 5 Stars out of 224 Tactical Allocation Funds as of 9/30/2020 based on risk adjusted returns.

The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating™ for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating™ metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

In each Morningstar Category, the 10% of funds with the lowest measured risk are described as Low Risk, the next 22.5% Below Average, the middle 35% Average, the next 22.5% Above Average, and the top 10% High. Morningstar Risk is measured for up to three time periods (three, five, and 10 years). These separate measures are then weighted and averaged to produce an overall measure for the fund. Funds with less than three years of performance history are not rated.

The ATAC Rotation Investor (ATACX) received 5 stars for the 3- and 5-year time periods among 224 and 185 Tactical Allocation funds for the period ending 9/30/20. Ratings for other share classes may differ.

©2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.