ATAC Rotation Fund (ATACX) Investment Research Dashboard
About ATAC Rotation Fund (ATACX) stock analysis
Get live ATACX stock price $41.81, comprehensive ATAC Rotation Fund stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time ATACX stock data and investment insights.
Loading chart data...
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The ATAC Rotation Fund primarily allocates its capital to a varied selection of exchange-traded funds (ETFs). These "underlying ETFs" are designed to mirror the performance of different market indexes, or in some cases, leveraged versions of those in...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Website
- https://atacfunds.com/atacx/
- Address
- 615 E. Michigan St.
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Higher growth potential with elevated volatility (Beta: 1.55)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for ATAC Rotation Fund shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for ATAC Rotation Fund
- ⚠Investors should consider how ATAC Rotation Fund fits within their overall portfolio allocation
Market Cap
52.96M
Beta
1.55
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
Related Stocks
Compare ATACX with peer companies:
- Price
- $19.55+1.30% (1D)
- Market cap
- 45.16M
- Price
- $31.12+0.94% (1D)
- Market cap
- 47.73M
- Price
- $12.34+0.65% (1D)
- Market cap
- 53.20M
- Price
- $18.41-0.75% (1D)
- Market cap
- 42.85M
- Price
- $8.98+0.00% (1D)
- Market cap
- 51.60M
- Price
- $8.99+0.00% (1D)
- Market cap
- 51.60M
- Price
- $25.44+0.67% (1D)
- Market cap
- 52.68M
- Price
- $43.61-1.16% (1D)
- Market cap
- 56.77M
- Price
- $12.08+0.00% (1D)
- Market cap
- 46.29M
- Price
- $13.42+0.15% (1D)
- Market cap
- 51.96M
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
82/100 ⭐⭐⭐⭐⭐
- Overall
- -0.3%
- NYSE
- -0.3%
- NASDAQ
- -0.3%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | -0.3% | +0.9% | +1.6% | 19.1 | 82/100⭐⭐⭐⭐⭐ |
| Healthcare | +0.3% | +2.7% | +1.5% | 23.6 | 82/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.7% | -2.1% | +2.2% | 22.2 | 74/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +1.1% | +1.3% | +0.1% | 29.1 | 69/100⭐⭐⭐⭐ |
| Energy | +0.5% | +0.2% | -1.8% | 19.6 | 65/100⭐⭐⭐⭐ |
| Basic Materials | -0.9% | +0.2% | -2.0% | 24.8 | 49/100⭐⭐⭐ |
| Utilities | -1.5% | +1.7% | -2.6% | 25.3 | 48/100⭐⭐⭐ |
| Real Estate | -1.5% | +1.2% | -2.5% | 29.4 | 44/100⭐⭐⭐ |
| Consumer Cyclical | -0.4% | -2.2% | -4.6% | 42.8 | 14/100⭐ |
| Industrials | -1.7% | -1.3% | -10.0% | 30.3 | 12/100⭐ |
| Technology | -2.9% | -2.1% | -6.6% | 41.4 | 12/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-27.