ATAC Rotation Institutional (ATCIX)
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ATAC Rotation Institutional
Milwaukee, WI 53202
615 East Michigan Street
Managed Portfolio Series (ATAC)
+1 414 287 3700
Management Information
Michael J. Venuto,Lead Manager since April 30, 2020
Mr. Venuto is a co-founder and has been the Chief Investment Officer of the Toroso Investments, LLC since 2012. Mr. Venuto is an ETF industry veteran with over a decade of experience in the design and implementation of ETF-based investment strategies. Previously, he was Head of Investments at Global X Funds where he provided portfolio optimization services to institutional clients. Before that, he was Senior Vice President at Horizon Kinetics where his responsibilities included new business development, investment strategy and client and strategic initiatives.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryTactical Allocation
Fund FamilyATAC Fund
Net Assets50.36M
YTD Return-4.80%
Yield0.00%
Morningstar Rating★
Inception DateMar 25, 2018
Fund Operations
Last Dividend0.09
Last Cap Gain-98.00
Holdings Turnover2,259.00%
Average for CategoryN/A
Fees & Expenses
ExpenseATCIXCategory Average
Annual Report Expense Ratio (net)1.93%1.29%
Prospectus Net Expense Ratio1.93%N/A
Prospectus Gross Expense Ratio2.28%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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