HSUTX – Rational Dynamic Brands Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund pursues its investment objective by investing primarily in the stocks of companies with the 25 to 50 most attractive and leading brands, from a fundamental and technical perspective, contained in the Alpha Brands Consumer Spending Index (the "index"). The index tracks the performance of 200 highly recognizable and relevant U.S. and foreign brands with a business to consumer and business to business focus.

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
HSUTX	Rational Dynamic Brands Fund Institutional Class	Institutional	Open			Sep 30, 2002	$27.50M	1.060%	High	$1,000	−$17.21M
HSUAX	Rational Dynamic Brands Fund Class A	Front Load	Open			Sep 30, 2002	$12.00M	1.430%	High	$1,000	−$2.59M
HSUCX	Rational Dynamic Brands Fund Class C	Level Load	Open			Jan 3, 2014	$3.07M	2.120%	High	$1,000	−$1.05M

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