ATAC Credit Rotation ETF (JOJO) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
P/E 16.81 means the share price is 16.81 times one year of earnings per share. Beta 1.26: the stock has moved about 26% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerATAC Credit Rotation ETF (JOJO) trades at $14.50. ATAC Credit Rotation ETF focuses on investing in credit-related securities and ETFs holding such securities. The fund aims to navigate credit market cycles through active rotation strategies. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for JOJO: JOJO does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
ATAC Credit Rotation ETF (JOJO) Financial Services Profile
ATAC Credit Rotation ETF (JOJO) is a non-diversified fund focusing on credit-related securities and ETFs, aiming to generate returns through active management of credit market exposures. With a beta of 1.26 and a small market capitalization of $0.01 billion, JOJO operates within the competitive asset management sector.
What Is the Investment Thesis for JOJO?
ATAC Credit Rotation ETF (JOJO) presents a focused investment in credit-related securities, offering potential returns through active management. The fund's non-diversified nature and a beta of 1.26 indicate higher volatility compared to broader market ETFs. Key value drivers include the fund's ability to effectively rotate among credit sectors, capitalizing on market inefficiencies. Upcoming catalysts include potential shifts in interest rate policies by the Federal Reserve, which could impact credit spreads and fund performance. The fund's success hinges on the portfolio manager's expertise in navigating credit cycles. However, potential risks include credit downgrades and defaults within the fund's holdings, as well as increased competition from other actively managed credit ETFs. Investors should carefully consider the fund's risk profile and investment strategy before investing.
Based on FMP financials and quantitative analysis
JOJO Key Highlights
Market capitalization of $0.01 billion indicates a small-cap ETF.
- Beta of 1.26 suggests higher volatility compared to the overall market.
- The fund invests at least 80% of its assets in credit-related securities.
- Actively managed strategy aims to capitalize on credit market opportunities.
- Non-diversified structure concentrates investments, potentially increasing risk.
Who Are JOJO's Competitors?
JOJO is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AVIE Avantis Inflation Focused Equity ETF | $77.96 | +0.27% | $7.26M | — |
| EAOM iShares ESG Aware 40/60 Moderate Allocation ETF | $31.32 | 0.00% | $8.77M | — |
| ESIX State Street SPDR S&P SmallCap 600 ESG ETF | $34.76 | -1.16% | $7.11M | — |
| INDH WisdomTree India Hedged Equity Fund | $36.91 | +0.05% | $5.54M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
| BAM Brookfield Asset Management | $44.73 | -0.27% | $71.4B | 57 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JOJO's Key Strengths?
Active management strategy allows for flexibility.
- Focus on credit-related securities provides targeted exposure.
- Potential for higher returns compared to passive fixed-income funds.
What Are JOJO's Weaknesses?
Non-diversified structure increases risk.
- Small market capitalization limits liquidity.
- Performance dependent on portfolio manager's expertise.
What Are the Key Risks for JOJO?
Credit downgrades and defaults within the fund's holdings could negatively impact performance.
- Increased competition from other actively managed credit ETFs could reduce market share.
- Volatility in credit markets could lead to fluctuations in fund value.
- Non-diversified structure concentrates risk in a smaller number of holdings.
What Are JOJO's Competitive Advantages?
- Expertise in credit market analysis and portfolio management.
- Active management strategy allows for flexibility in navigating market cycles.
- Established track record of generating competitive risk-adjusted returns.
What Does JOJO Do?
ATAC Credit Rotation ETF (JOJO) is an actively managed exchange-traded fund (ETF) designed to provide investors with exposure to credit-related securities. The fund was created to navigate the complexities of the credit market by dynamically rotating its investments among various credit sectors and instruments. JOJO primarily invests in fixed-income securities, debt securities, loans, and other investments with similar economic characteristics. It may also invest in other ETFs that focus on credit-related securities. The fund's investment strategy involves identifying opportunities in different segments of the credit market based on macroeconomic conditions, interest rate movements, and credit spreads. The portfolio managers actively adjust the fund's holdings to capitalize on these opportunities and manage risk. As a non-diversified fund, JOJO can concentrate its investments in a smaller number of holdings compared to diversified funds, potentially leading to higher volatility. The ETF operates within the asset management industry, catering to investors seeking active management and exposure to credit markets. JOJO is based in Milwaukee, US.
What Products and Services Does JOJO Offer?
- Invests primarily in credit-related securities.
- May invest in ETFs that hold credit-related securities.
- Actively manages its portfolio to rotate among different credit sectors.
- Seeks to generate returns by capitalizing on credit market opportunities.
- Monitors macroeconomic conditions and interest rate movements.
- Adjusts portfolio holdings based on market analysis and risk assessment.
How Does JOJO Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to increase AUM by attracting new investors and retaining existing clients.
- Employs a team of portfolio managers and analysts to make investment decisions.
What Industry Does JOJO Operate In?
ATAC Credit Rotation ETF operates within the asset management industry, which is characterized by intense competition and evolving investment strategies. The industry is influenced by macroeconomic factors, interest rate movements, and investor sentiment. Credit-focused ETFs like JOJO compete with other actively managed and passive fixed-income funds. The growth of the asset management industry is driven by increasing demand for investment products and services, particularly from institutional investors and high-net-worth individuals. JOJO's success depends on its ability to differentiate itself through active management and generate attractive risk-adjusted returns.
Who Are JOJO's Key Customers?
- Institutional investors seeking exposure to credit markets.
- Financial advisors looking for actively managed credit strategies.
- High-net-worth individuals seeking income and capital appreciation.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -3.0%.
JOJO Financials
Bull Case vs Bear Case
Bull Case
- Active management strategy allows for flexibility.
- Focus on credit-related securities provides targeted exposure.
- Potential for higher returns compared to passive fixed-income funds.
- Upcoming: Potential shifts in interest rate policies by the Federal Reserve could impact credit spreads and fund performance.
Bear Case
- Non-diversified structure increases risk.
- Small market capitalization limits liquidity.
- Performance dependent on portfolio manager's expertise.
- Potential: Credit downgrades and defaults within the fund's holdings could negatively impact performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
JOJO Latest News
No recent news available for JOJO.
JOJO Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for JOJO.
Price Targets
Wall Street price target analysis for JOJO.
JOJO MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for JOJO; grades run from A+ (80-100) to F (below 30).
JOJO Financials Stock FAQ
What are the main risks for JOJO?
The main risks for ATAC Credit Rotation ETF (JOJO) include credit risk, interest rate risk, and market risk. Credit risk refers to the possibility of issuers defaulting on their debt obligations, which could negatively impact the fund's performance. Interest rate risk arises from changes in interest rates, which can affect the value of fixed-income securities.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.