ATAC Inflation Rotation Fund

Class Inv (ATACX)

U.S. News evaluated 85 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 2.20 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.5%
1 Year 2.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve absolute positive returns over time. To achieve the fund's investment objective, the adviser invests the fund's assets primarily in shares of exchange-traded funds ("ETFs") that track various indices or multiples thereof. These indices may track the performance of the equity, fixed income and/or commodities markets, in general, or the performance of specific sectors (e.g., a large grouping of companies operating within the market that share similar characteristics) or market segments (e.g., large, medium, or small capitalization domestic and/or foreign companies). It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
ATAC Inflation Rotation Fund has an expense ratio of 1.75 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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