ATAC Rotation Fund
ATACX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 615 E. Michigan St. Milwaukee WI United States of America 53202
- IPO Date
- Sep 10, 2012
- CIK
- 0001511699
- Website
- atacfunds.com
- Similar Companies
- Business
- ATAC Rotation Fund (ATACX) is a tactical allocation mutual fund that seeks absolute positive returns by dynamically rotating its portfolio between risk-on assets, including U.S. large-cap exchange-traded funds (ETFs), U.S. small-cap ETFs, and emerging markets ETFs, and risk-off assets such as long-duration Treasuries or short-duration Treasuries; the fund employs a proprietary, quantitative process driven by leading indicators of volatility, specifically the relative performance of Utilities sector and Treasuries, evaluated to position offensively or defensively on a tactical basis. Investor Class shares trade under ticker ATACX with a net expense ratio of 2.17%, while Institutional Class shares (ATCIX) have a net expense ratio of 1.93%, both subject to contractual fee waivers by the adviser; the fund primarily targets U.S. investors seeking diversification and risk mitigation in equity and bond market environments, with assets allocated heavily to domestic stocks (approximately 92%), cash equivalents, and minor non-U.S. exposure. Launched on September 10, 2012, the fund is managed by Tidal Investments LLC, an independent registered investment adviser based in Lewes, Delaware, with co-portfolio managers Michael A. Gayed, CFA (Founder and CIO of sub-adviser Tactical Rotation Management, LLC), and Michael J. Venuto, CIO of Tidal Investments. In a major strategic reorganization approved by the Board of Trustees on February 19-20, 2025, the predecessor ATAC Rotation Fund, a series of Managed Portfolio Series, merged into a newly created series within Tidal ETF Trust, retaining the same name, investment objectives, strategies, and portfolio managers; this tax-free reorganization, pending shareholder approval and expected to close in the second quarter of 2025, introduces Tactical Rotation Management, LLC as sub-adviser and anticipates lower annual operating expenses through a two-year contractual expense limitation agreement. The move enhances operational structure and cost efficiency without altering shareholder account values or investment approaches, with Tidal Investments and affiliates covering all reorganization costs. No other significant acquisitions, partnerships, funding rounds, or product launches have been reported in the past two years.