Atac Rotation FundATACX
Type
Mutual fund
Peer group
Allocation
Net assets
$51.2M
Expense ratio
1.87%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
5
What it aims to do.
The ATAC Rotation Fund (the Fund) seeks to achieve absolute positive returns over time.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Vanguard Extended Duration Tre | 25.35% |
| State Street SPDR Portfolio Lo | 24.77% |
| Vanguard Long-Term Treasury ET | 24.75% |
| Schwab Intermediate-Term U.S. | 24.24% |
| First American Government Obli | 1.26% |
More on ATACX.
- ATACX overview
- ATACX holdings
- ATACX risk
- ATACX costs
- ATACX money in and out
- ATACX share classes
- Compare ATACX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.