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Rational Equity Armor Fund Instl HDCTX

Medalist Rating as of | See Rational Funds Investment Hub
  • NAV / 1-Day Return 7.91  /  0.00
  • Total Assets 41.1 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.18%
  • Turnover 281%

Morningstar’s Analysis HDCTX

Will HDCTX outperform in future?

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

Weakness in Rational Equity Armor Fund Instl's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. The strategy changed its peer group in September, moving from the Large Value category to the Long-Short Equity Morningstar Category.

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Portfolio Holdings HDCTX

  • Current Portfolio Date
  • Equity Holdings 72
  • Bond Holdings 0
  • Other Holdings 21
  • % Assets in Top 10 Holdings 44.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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