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Atac Rotation Fund - Institutional Class: (MF: ATCIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:03 PM ET

$39.89 USD

+0.21 (0.53%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.73 5
3 months 7.06 11
6 months 6.28 77
1 Year 24.25 8
3 Year 9.51 82
5 Year -2.09 99
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 19.05
5 Year -3.05
10 Year NA
Since Inception 4.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.13 12.10 8.32 -4.01
2024 0.98 0.47 2.25 1.50
2023 -8.32 4.89 -10.31 18.69
2022 -8.14 -18.58 -8.27 8.42
2021 -1.73 -4.17 -6.19 1.54

Annual Return

20262025202420232022202120202019
% Total Return 7.7319.055.302.37-25.62-10.3072.908.00
% Total Return Rel to Index 2.370.83-19.71-23.87-7.42-38.9854.50-23.48
% Total Return Rel to Peer 1.574.54-4.61-10.78-12.66-21.8062.21-9.19
% Perf Quintile vs Peer* 1.002.000.005.005.005.001.005.00
% Dividends 0.000.710.320.000.000.000.080.33
% Yield 0.001.800.962.190.000.000.161.07
Capital Gains ($) 0.000.000.000.000.000.005.990.00
Expense Ratio 0.001.481.491.771.491.491.491.50

* 1 = Top 20%, 5 = Bottom 20%