Atlas U.S. Tactical Income Fund Class A (ATLAX)

Overview

The fund is a diversified investment entity that emphasizes on fixed-income securities which encompass U.S. government, mortgage-backed, and corporate debt securities as well as municipal obligations. It is structured with a strategic focus on dedicating at least 80% of its assets to a broad assortment of fixed-income instruments across various maturities. Moreover, the fund is tactically managed to maintain an average portfolio duration ranging from negative 3 years to plus 6 years. Additionally, it incorporates an investment strategy that allocates up to 20% of its total assets into large capitalization stocks, including making investments through passive vehicles such as exchange traded funds (ETFs).

Products and Services

• Fixed-Income Securities:

  Investments are primarily focused on fixed-income securities that include U.S. government, mortgage-backed, and corporate debt securities, along with municipal obligations. This diversification aims to provide a steady return and minimize risks associated with market fluctuations.

• Diversified Portfolio of Fixed-Income Instruments:

  The fund ensures at least 80% of its assets are invested in a diversified portfolio of fixed-income instruments. These investments span across various maturities, aiming to cater to a wide array of investment horizons and risk appetites among investors.

• Average Portfolio Duration Management:

  Maintaining an average portfolio duration of between negative 3 years to plus 6 years, the fund seeks to manage interest rate risk effectively. This duration management strategy intends to balance between the potential for higher returns and the need for risk minimization.

• Investment in Large Capitalization Stocks:

  Up to 20% of the fund's total assets may be allocated in large capitalization stocks, which includes investments made through passive instruments like exchange traded funds (ETFs). This strategy aims to enhance the fund's growth potential by tapping into the equity market, while still maintaining a primary focus on fixed-income securities.