ATAC Credit Rotation ETF
JOJO
New York Stock Exchange Arca- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Bonds
- Address
- 615 E. Michigan St. Milwaukee WI United States of America 53202
- IPO Date
- Jul 16, 2021
- CIK
- 0001742912
- Website
- atacfunds.com
- Similar Companies
- Business
- ATAC Credit Rotation ETF (JOJO) is an actively managed exchange-traded fund that seeks current income and long-term capital appreciation through a tactical rotation strategy between high-yield corporate bonds and long-term U.S. Treasuries. The fund rotates offensively into high-yield debt during risk-on periods and defensively into Treasuries during risk-off periods, utilizing a proprietary weekly signal based on the relative performance of U.S. utilities equities versus large-cap U.S. equities as a leading indicator of market volatility; it invests primarily in U.S.-listed ETF securities comprising these fixed income asset classes. Launched on July 15, 2021, and listed on the NYSE Arca exchange under the ticker JOJO with CUSIP 886364652, the ETF maintains a net expense ratio of 0.98% (gross 1.49%, including acquired fund fees and expenses) following a contractual fee waiver by its investment adviser through at least December 31, 2024. The fund, part of the ATAC Funds family managed by Tidal Investments LLC—an independent registered investment adviser founded in 2012 with offices in Milwaukee, Wisconsin, and other U.S. locations including New York and Chicago—targets investors seeking risk-managed exposure to the multisector bond segment, with operations focused on the U.S. market. Portfolio management is led by Michael A. Gayed, CFA, who developed the underlying strategies emphasizing absolute returns and diversification from traditional equity and bond portfolios. The fund is distributed by Foreside Fund Services, LLC, and shares are available through broker-dealers, investment advisers, and financial services firms . Recent updates include an adjustment to the net expense ratio reflecting ongoing fee waivers amid assets under management hovering around $3 million as of early 2025, alongside sustained monthly distributions such as the August 2025 ex-dividend payment of $0.05661 per share. Tidal Investments continues to oversee a suite of rotation-focused products including the related ATAC US Rotation ETF (RORO) and ATAC Rotation Fund (ATACX), with no major acquisitions, partnerships, or strategic shifts announced for JOJO in the past 1-2 years; performance as of January 31, 2025, shows a year-to-date NAV return of 0.91% amid ongoing tactical adjustments to prevailing interest rate and credit environments. Holdings remain concentrated in U.S. bonds (approximately 99.55% allocation), primarily government securities and high-yield corporates via underlying ETFs, subject to weekly rebalancing.