RHSIX Mutual Fund

RHSIX Mutual Fund (Rational Strategic Allocation Fund Institutional Class) is managed by Rational Funds with $1.5M in net assets. RHSIX expense ratio is 2.05%, holding 7 positions across sectors including Financials. Inception date: 2016-05-31.

RHSIX performance shows a YTD return of 4.00%. The 1-year return is 20.43% and the 5-year return is 5.75%. RHSIX dividend yield stands at 7.23%, paid quarterly.

RHSIX top holdings include Mutual Fund Series Trust (65.3%), United States Treasury Bill 09/03/2026 (7.3%), Aqr Lng Shrt Eqty Fn (5.3%), First Am Treas Obli-X (4.8%), Catalyst/Cifc Floating Rate Income Fund Class I (2.8%). Go to all RHSIX holdings, RHSIX sectors, or RHSIX dividends.

RHSIX can be compared against other funds. Use RHSIX overlap to find shared positions, or RHSIX vs another fund for a side-by-side view. RHSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.