Skip to Content
Morningstar

Rational Dynamic Brands C HSUCX

Morningstar Medalist Rating
Medalist Rating as of | See Rational Funds Investment Hub
  • NAV / 1-Day Return 27.15  /  −1.02 %
  • Total Assets 68.2 Mil
  • Adj. Expense Ratio
    2.170%
  • Expense Ratio 2.180%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 194%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HSUCX

Will HSUCX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSUCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSUCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HSUCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Rational Dynamic Brands C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HSUCX

More HSUCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

14.94 10.6 Mil
Consumer Cyclical

Live Nation Entertainment Inc

6.97 4.9 Mil
Communication Services

Meta Platforms Inc Class A

4.85 3.4 Mil
Communication Services

KKR Group Co Inc Ordinary Shares

4.78 3.4 Mil
Financial Services

Lvmh Moet Hennessy Louis Vuitton SE ADR

4.63 3.3 Mil
Consumer Cyclical

Blackstone Inc

4.63 3.3 Mil
Financial Services

Microsoft Corp

4.47 3.2 Mil
Technology

DraftKings Inc Ordinary Shares - Class A

4.41 3.1 Mil
Consumer Cyclical

Apollo Global Management Inc Class A

4.38 3.1 Mil
Financial Services

Visa Inc Class A

4.37 3.1 Mil
Financial Services