Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Rational Funds Mutual Funds
View all of Rational Funds’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Rational Funds Funds List
Share Class Type
1 to 24 of 24 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Rational Special Situations Income A | RFXAX | Multisector Bond | — | 4.30% | 1 | 2.010% | High | Front Load | $1,000 | |
| Rational Special Situations Income C | RFXCX | Multisector Bond | — | 4.00% | 3 | 2.760% | High | Level Load | $1,000 | |
| Rational Special Situations Income Instl | RFXIX | Multisector Bond | — | 4.37% | 1 | 1.760% | High | Institutional | $1,000 | |
| Rational/Pier 88 Convertible Secs A | PBXAX | Convertibles | 1.82% | 48 | 1.250% | Above Average | Front Load | $1,000 | ||
| Rational/Pier 88 Convertible Secs C | PBXCX | Convertibles | 1.54% | 60 | 2.000% | High | Level Load | $1,000 | ||
| Rational/Pier 88 Convertible Secs Instl | PBXIX | Convertibles | 1.88% | 46 | 1.000% | High | Institutional | $1,000 | ||
| Rational Strategic Allocation A | RHSAX | Moderately Conservative Allocation | 13.94% | 1 | 1.660% | High | Front Load | $1,000 | ||
| Rational Strategic Allocation Instl | RHSIX | Moderately Conservative Allocation | 14.09% | 1 | 1.410% | High | Institutional | $1,000 | ||
| Rational/ReSolve Adaptive Asset Allc A | RDMAX | Macro Trading | — | 8.14% | 20 | 2.250% | High | Front Load | $1,000 | |
| Rational/ReSolve Adaptive Asset Allc C | RDMCX | Macro Trading | — | 7.83% | 30 | 3.000% | High | Level Load | $1,000 | |
| Rational/ReSolve Adaptive Asset Allc I | RDMIX | Macro Trading | — | 8.25% | 26 | 2.000% | High | Institutional | $1,000 | |
| Rational Dynamic Brands A | HSUAX | Large Growth | 9.15% | 69 | 1.490% | High | Front Load | $1,000 | ||
| Rational Dynamic Brands C | HSUCX | Large Growth | 8.83% | 65 | 2.230% | High | Level Load | $1,000 | ||
| Rational Dynamic Brands Instl | HSUTX | Large Growth | 9.24% | 68 | 1.240% | High | Institutional | $1,000 | ||
| Rational Equity Armor Fund A | HDCAX | Options Trading | 5.02% | 55 | 1.600% | Average | Front Load | $1,000 | ||
| Rational Equity Armor Fund C | HDCEX | Options Trading | 4.85% | 57 | 2.290% | Average | Level Load | $1,000 | ||
| Rational Equity Armor Fund Instl | HDCTX | Options Trading | 5.13% | 53 | 1.330% | Average | Institutional | $1,000 | ||
| Rational Strategic Allocation C | RHSCX | Moderately Conservative Allocation | 13.58% | 1 | 2.410% | High | Level Load | $1,000 | ||
| Rational Tactical Return A | HRSAX | Options Trading | — | 1.42% | 95 | 2.260% | High | Front Load | $1,000 | |
| Rational Tactical Return C | HRSFX | Options Trading | — | 1.17% | 96 | 3.010% | High | Level Load | $1,000 | |
| Rational Tactical Return Instl | HRSTX | Options Trading | — | 1.48% | 94 | 2.010% | High | Institutional | $1,000 | |
| Rational Real Assets Fund Class A | IGOAX | Moderate Allocation | — | 5.85% | 23 | 1.490% | High | Front Load | $1,000 | |
| Rational Real Assets Fund Class C | IGOCX | Moderate Allocation | — | 5.73% | 46 | 2.240% | High | Level Load | $1,000 | |
| Rational Real Assets Fund Class I | IGOIX | Moderate Allocation | — | 5.95% | 22 | 1.240% | High | Institutional | $1,000 |
Rational Funds Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank