Atlas U.S. Tactical Income A (ATLAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
Atlas U.S. Tactical Income A
ROAD 165 #40, SUITE 201
BUCHANAN OFFICE CENTER
ATLAS US. TACTICAL INCOME FUND, INC.
787-781-1301
Management information
,Lead manager since 29 September 2015
Jaime Pandal, Vice President of the Adviser, has been a Portfolio Manager of the Fund since its inception and joined the Adviser in September 2014. Prior to joining Atlas, Mr. Pandal was a Senior Portfolio Analyst at Santander Asset Management from 2012 to 2014 where he assisted in the management of 17 investment companies and institutional fixed income mandates. Mr. Pandal traded a variety of fixed income products such as treasuries, agencies, mortgage backed, municipals, corporates, along with equities and derivatives including futures, options, and interest rate swaps. Prior to joining Santander, Mr. Pandal was an Associate Director at UBS Financial Services from 2008 to 2012. While at UBS, Mr. Pandal managed assets of high net worth and ultra high net worth individuals and performed in depth analysis of fixed income securities, equities, and derivatives. Mr. Pandal holds a Bachelor of Science in Business Administration with a concentration in Accounting and Finance from Georgetown University and a Juris Doctor from the University of Puerto Rico. Mr. Pandal is also a CFA Charterholder (2012).
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--15% to 30% Equity
Fund familyATLAS US. TACTICAL INCOME FUND, INC.
Net assets75.98M
YTD return-1.77%
Yield4.72%
Morningstar rating★
Inception date29 Sept 2015
Fund operations
Last dividend0.13
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseATLAXCategory average
Annual report expense ratio (net)1.18%0.64%
Prospectus net expense ratio1.18%N/A
Prospectus gross expense ratio1.18%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A4.56%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.