HDCAX – Rational Equity Armor Fund A Investment Strategy | Morningstar

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Strategy

The investment seeks total return on investment, with dividend income being an important component of that return. The fund will invest at least 80% of its net assets, plus the amount of borrowings for investment purposes, in equity securities. It seeks to achieve its investment objective by investing primarily in the common stock of dividend paying companies included within the S&P 500 Index. The fund may also invest in exchange traded funds (“ETFs”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HDCTX	Rational Equity Armor Fund Institutional	Institutional	Open			Feb 28, 2001	$48.17M	1.410%	Average	$1,000	$12.64M
HDCAX	Rational Equity Armor Fund Class A	Front Load	Open			Feb 28, 2001	$9.19M	1.670%	Average	$1,000	−$789,987.77
HDCEX	Rational Equity Armor Fund Class C	Level Load	Open			Jan 3, 2014	$1.07M	2.380%	Above Average	$1,000	−$125,292.68

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