Atlas U.S. Tactical Income Fund Class A ATLAX Strategy

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Strategy

The investment seeks to maximize total return, consistent with preservation of capital. The fund invests primarily in fixed-income securities, including U.S. government, mortgage-backed, and corporate debt securities and municipal obligations. It normally will invest at least 80% of its assets in a diversified portfolio of fixed-income instruments of varying maturities, and normally will maintain an average portfolio duration of negative 3 years to plus 6 years. The fund will generally invest up to 20% of its total assets in large capitalization stocks including through the use of passive investments, such as exchange traded funds ("ETFs").

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
ATLAX
Atlas U.S. Tactical Income Fund Class AFront LoadOpen $64.07M1.880%High$2,500−$419,804.62
ATLCX
Atlas U.S. Tactical Income Fund Class CLevel LoadOpen $8.26M2.630%High$2,500−$719,063.74

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