RNEAX Mutual Fund

RNEAX Mutual Fund (Rational/RGN Hedged Equity Fund Class A) is managed by Rational Funds with $736,594.79 in net assets. RNEAX expense ratio is 2.30%, holding 46 positions across sectors including Financials. Inception date: 2024-09-27.

RNEAX performance shows a YTD return of 14.14%. The 1-year return is 26.00%. RNEAX dividend yield stands at 1.24%, paid annually.

RNEAX top holdings include Spdr S&p 500 ETF Trust (41.2%), Vanguard Index Funds S&p 500 Etf Shs (40.4%), First Am Treas Obli-X (2.8%), S&P500 Emini Fut Jun26 (0.5%), Freddie Mac Gold Pool 7.50 8/1/2037 (0.5%). Go to all RNEAX holdings, RNEAX sectors, or RNEAX dividends.

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