Advertisement
Skip to Content

Rational Equity Armor Fund Instl HDCTX

Quantitative rating as of
  • NAV / 1-Day Return 7.89  /  0.90 %
  • Total Assets 65.3 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.170%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.78%
  • Turnover 239%

Morningstar’s Analysis HDCTX

Will HDCTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

Weakness in Rational Equity Armor Fund Instl's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor