ATAC US Rotation ETF (RORO)

Overview

The ATAC US Rotation ETF (RORO) seeks to provide long-term capital appreciation by strategically rotating among U.S. equity sectors based on relative strength and momentum factors.

Reputation and Reliability

ATAC Funds has a moderate reputation. They are known for offering tactical asset allocation ETFs.

Management Expertise

The management team has experience in tactical asset allocation and quantitative investment strategies.

Goal

To provide long-term capital appreciation by rotating among U.S. equity sectors.

Investment Approach and Strategy

Strategy: The ETF employs a relative strength and momentum-based strategy to identify sectors poised for outperformance.

Composition The ETF primarily holds shares of other sector-specific ETFs, rotating among them based on its investment model.

Market Share: RORO's market share in the tactical allocation ETF segment is relatively small.

Total Net Assets (AUM): 80520000

Key Competitors

• DALT
• FTA

Competitive Landscape

The tactical allocation ETF space is competitive, with several ETFs employing different strategies. RORO's relative strength approach distinguishes it, but its smaller AUM may be a disadvantage compared to larger, more established competitors. However, ATAC's funds may also see an uptick in investments during times of increased market uncertainty.

Historical Performance: Historical performance varies based on the market environment and the effectiveness of the rotation strategy.

Benchmark Comparison: Performance is generally compared against broad market indexes or other tactical allocation ETFs.

Expense Ratio: 0.0079

Average Trading Volume

RORO's average trading volume is moderate, meaning it can be difficult for some investors to sell their shares in the event of a market downturn.

Bid-Ask Spread

The bid-ask spread is typically moderate, but it may widen during periods of market volatility or low trading volume.

Market Environment Factors

Economic cycles, interest rate changes, and sector-specific trends influence RORO's performance.

Growth Trajectory

The ETF's growth depends on its ability to outperform its benchmark and attract investor interest in tactical allocation strategies. There have been no recent changes to strategy and holdings.

Competitive Edge

RORO's relative strength and momentum-based rotation strategy is a key differentiator. The fund dynamically adjusts its sector allocations, potentially capitalizing on emerging market trends. The strategy aims to mitigate risk by shifting away from underperforming sectors. However, the fund is limited by the performance of the underlying sector ETFs.

Volatility

RORO's volatility can be moderate to high, depending on the volatility of the underlying sectors.

Market Risk

RORO is subject to market risk, including the risk of sector-specific downturns and the potential for the rotation strategy to underperform.

Ideal Investor Profile

RORO is suitable for investors seeking capital appreciation through tactical sector allocation and who are comfortable with moderate to high volatility.

Market Risk

RORO may be best for active traders or investors with a shorter time horizon who seek to capitalize on short-term market trends.

The ATAC US Rotation ETF (RORO) offers a tactical approach to sector investing using a relative strength and momentum-based rotation strategy. Its success depends on the effectiveness of its model in identifying outperforming sectors. While the ETF presents an opportunity for capital appreciation, investors should be aware of its moderate expense ratio and potential volatility. The ETF might appeal to those who seek active management and strategic sector exposure.

Data Sources:

• Morningstar
• ETF.com
• Company Fact Sheet

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results.