ATLAX

About ATLAX

Atlas U.S. Tactical Income Fund Class A is a mutual fund designed to provide investors with a conservative allocation strategy focused on balancing income generation and capital preservation. The fund primarily invests in a mix of securitized assets, such as mortgage-backed securities from the Government National Mortgage Association, and high-quality corporate bonds issued by major financial institutions like Morgan Stanley, Capital One, JPMorgan Chase, and Bank of America. This diversified approach aims to capture steady yields while managing risk exposure, making the fund suitable for those seeking stable income within a moderate risk profile. With a significant portion of assets concentrated in its top holdings—over 77%—the fund emphasizes targeted selections to optimize return potential. Atlas U.S. Tactical Income Fund Class A reports a trailing twelve-month yield of 4.60% and maintains a relatively high distribution fee level, consistent with its active management style. Its investment style is categorized as "Mid Value," supporting a blend of stable growth and income, particularly appealing to investors looking for tactical allocation in the U.S. fixed income market.