Key stats
About ATAC US Rotation ETF
Expense ratio
1.14%
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Inception date
Nov 17, 2020
RORO provides exposure to either US small-cap and large-cap growth stocks or 20-year US Treasurys. While the fund is actively managed, the fund adviser follows the trading signals of a proprietary market risk index. Two hours prior to the NYSE market close each Friday, the index considers the relative price performance of the front-month contract for lumber futures and USD gold spot price. If lumber prices are outperforming gold, the index indicates a risk-on posture and the portfolio is adjusted to reflect up to 130% equity exposure through one or more US equity ETFs. If gold is outperforming lumber, the index indicates a risk-off posture and the portfolio shifts 100% of its exposure to ETFs holding Treasurys. The level of risk determines the portfolio exposure, it is a binary decision. Since the exposure may change frequently, investors should anticipate a high portfolio turnover rate.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.02%
Mutual fund0.81%
Cash0.16%
Top 10 holdings
Dividends
Dividend payout history