Atlas U.S. Tactical Income Fund Class C (ATLCX)
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Atlas U.S. Tactical Income Fund Class C Profile
| NASDAQ Exchange | United States Country |
Overview
The fund is specifically designed for investors seeking a diversified investment in fixed-income securities. It provides a broad exposure to various types of debt instruments such as U.S. government, mortgage-backed, corporate debt securities, and municipal obligations. With a strategic allocation of at least 80% of its assets in a diversified portfolio of fixed-income instruments across different maturities, the fund aims to manage risk while targeting returns. It operates with a flexible duration strategy, maintaining an average portfolio duration ranging from negative 3 years to plus 6 years, responding dynamically to changes in interest rates and market conditions. Besides fixed-income securities, the fund diversifies its investment by allocating up to 20% of its total assets in large capitalization stocks, including making investments through passive vehicles like exchange-traded funds (ETFs), to seek additional growth possibilities.
Products and Services
- Fixed-Income Securities Investment
- Duration Strategy Management
- Investment in Large Capitalization Stocks
This service offers investors an opportunity to invest in a variety of fixed-income instruments, including U.S. government bonds, mortgage-backed securities, corporate debt, and municipal obligations. It targets the generation of returns through interest income, capitalizing on the different characteristics and risk profiles of each type of debt instrument.
The fund employs a dynamic duration management strategy, aiming to maintain an average portfolio duration between negative 3 years and plus 6 years. This approach allows for the adjustment of the fund's sensitivity to interest rate movements and market conditions, striving to optimize returns while managing risks associated with fixed-income investing.
Up to 20% of the fund's total assets are dedicated to investments in large capitalization stocks. This strategy aims to diversify the fund's investment portfolio beyond fixed-income securities, seeking additional growth opportunities and potential returns. The fund may invest directly in large caps or indirectly through passive investment vehicles like ETFs.
