HDCAX Mutual Fund
HDCAX Mutual Fund
Rational Equity Armor Fund Class A
HDCAX Mutual Fund Overview
HDCAX Mutual Fund (Rational Equity Armor Fund Class A) is managed by Rational Funds with $9.2M in net assets. HDCAX expense ratio is 1.86%, holding 52 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2001-02-28.
HDCAX performance shows a YTD return of 8.68%. The 1-year return is 15.82% and the 5-year return is 6.58%. HDCAX dividend yield stands at 0.15%, paid monthly.
HDCAX top holdings include First American Treasury Obligations Fund (18.9%), S&P Emini 3Rd Wk Jan26C (6.2%), 'alphabet Inc., Class 'a'' (4.6%), Spdr S&p 500 ETF (4.5%), Berkshire Hathaway, Inc. (4.5%). View all HDCAX holdings, sector breakdown, or dividend history.
HDCAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HDCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.