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As of 11/28/2017, the ATAC Inflation Rotation Fund (Ticker: ATACX) is expected to have a short-term capital gain distribution requirement of roughly $2.41 per share based on shares outstanding.
All shareholders in the Fund at the close of business 12/6 will receive this short-term capital gain distribution. The ex/pay date is 12/7.
Currently, there is no income distribution requirement. Income is measured from 1/1-12/31. While there is no income requirement now, any changes in the portfolio and/or underlying funds making very large income distributions could have an impact. We will continue to monitor and announce updates in the weeks ahead.
Mutual fund investing involves risk. Principal loss is possible. Because the Fund invests primarily in ETFs, it may invest a greater percentage of its assets in the securities of a single issuer and therefore is considered non-diversified. If a Fund invests a greater percentage of its assets in the securities of a single issuer, its value may decline to a greater degree than if the fund held were a more diversified mutual fund. The fund is expected to have a high portfolio turnover ratio which has the potential to result in the realization by the Fund and distribution to shareholders of a greater amount of capital gains. This means that investors will be likely to have a higher tax liability. Because the Fund invests in Underlying ETFs an investor will indirectly bear the principal risks of the Underlying ETFs, including but not limited to, risks associated with investments in ETFs, large and smaller companies, real estate investment trusts, foreign securities, non-diversification, high yield bonds, fixed income investments, derivatives, leverage, short sales and commodities. The Fund will bear its share of the fees and expenses of the underlying funds. Shareholders will pay higher expenses than would be the case if making direct investments in the underlying funds.
Opinions expressed are those of the author and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.