Rational Strategic Financials
| RHSAX Fund | USD 9.46 0.03 0.32% |
Rational |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Rational Strategic Fund Summary
Rational Strategic competes with Vanguard Lifestrategy, Vanguard Lifestrategy, Vanguard Lifestrategy, and Vanguard Explorer. The fund seeks to achieve its investment objective by investing in a portfolio of futures contracts on the SP 500 Index and in income and yield-oriented securities. Under normal market conditions, the Advisor intends to invest in a portfolio of underlying funds, excluding cash and cash equivalents required for margin or collateral, while also maintaining notional exposure to the index through its investments in futures contracts, which are intended to provide the fund with economic exposure to U.S. equities in an amount up to the value of the funds net assets.Specialization | Allocation--30% to 50% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Rational Funds |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Rational Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Rational Strategic's current stock value. Our valuation model uses many indicators to compare Rational Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Rational Strategic competition to find correlations between indicators driving Rational Strategic's intrinsic value. More Info.Rational Strategic Allocation is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 330,941,851 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Rational Strategic's earnings, one of the primary drivers of an investment's value.Rational Strategic Systematic Risk
Rational Strategic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Rational Strategic volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Rational Strategic correlated with the market. If Beta is less than 0 Rational Strategic generally moves in the opposite direction as compared to the market. If Rational Strategic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Rational Strategic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Rational Strategic is generally in the same direction as the market. If Beta > 1 Rational Strategic moves generally in the same direction as, but more than the movement of the benchmark.
Rational Strategic Thematic Clasifications
Rational Strategic Allocation is part of Large Blend Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies
This theme covers Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies. Get More Thematic Ideas
Rational Strategic Allocation is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--30% to 50% Equity category is currently estimated at about 63.24 Billion. Rational Strategic adds roughly 10.19 Million in net asset claiming only tiny portion of funds in Allocation--30% to 50% Equity category.| Large Blend Funds | View |
Rational Strategic December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Rational Strategic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Rational Strategic Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Rational Strategic Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Rational Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Rational Strategic's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.49 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 7.38 | |||
| Value At Risk | (2.49) | |||
| Potential Upside | 1.97 |
Other Information on Investing in Rational Mutual Fund
Rational Strategic financial ratios help investors to determine whether Rational Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rational with respect to the benefits of owning Rational Strategic security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |