Atlas U.S. Tactical Income Fund Class A ATLAX Strategy
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 A | Front Load | Open | $64.07M | 1.880% | High | $2,500 | −$419,804.62 | |||
ATLCX
| Atlas U.S. Tactical Income Fund Class C | Level Load | Open | $8.26M | 2.630% | High | $2,500 | −$719,063.74 |