Rational Strategic Allocation Fund Quote
| HBAFX Fund | USD 9.46 0.01 0.11% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Rational Strategic is trading at 9.46 as of the 29th of November 2024; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 9.45. Rational Strategic has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Rational Strategic Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing in a portfolio of futures contracts on the SP 500 Index and in income-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. More on Rational Strategic Allocation
Rational Mutual Fund Highlights
| Fund Concentration | Rational Funds, Large Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Rational Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Rational Strategic Allocation [HBAFX] is traded in USA and was established 29th of November 2024. Rational Strategic is listed under Rational Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Rational Funds family. This fund currently has accumulated 7.9 M in assets under management (AUM) with minimum initial investment of 1 K. Rational Strategic is currently producing year-to-date (YTD) return of 19.66% with the current yeild of 0.04%, while the total return for the last 3 years was 2.69%.
Check Rational Strategic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Rational Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Rational Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Rational Strategic Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Rational Strategic Allocation Mutual Fund Constituents
| HDCTX | Rational Dividend Capture | Mutual Fund | Options Trading | |
| CPEIX | Catalyst Dynamic Alpha | Mutual Fund | Large Growth | |
| IIXIX | Catalyst Insider Income | Mutual Fund | Short-Term Bond | |
| RFXIX | Rational Special Situations | Mutual Fund | Multisector Bond | |
| PBXIX | Rationalpier 88 Convertible | Mutual Fund | Convertibles | |
| MLXIX | Catalyst Mlp Infrastructure | Mutual Fund | Energy Limited Partnership | |
| IOFIX | Alphacentric Income Opportunities | Mutual Fund | Multisector Bond | |
| INSIX | Catalyst Insider Buying | Mutual Fund | Large Growth |
Rational Strategic Risk Profiles
| Mean Deviation | 0.9204 | |||
| Semi Deviation | 1.36 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.8 |
Rational Strategic Against Markets
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.
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