HDCAX Mutual Fund

HDCAX Mutual Fund (Rational Equity Armor Fund Class A) is managed by Rational Funds with $9.1M in net assets. HDCAX expense ratio is 1.70%, holding 59 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2001-02-28.

HDCAX performance shows a YTD return of 8.12%. The 1-year return is 13.42% and the 5-year return is 5.87%. HDCAX dividend yield stands at 0.15%, paid monthly.

HDCAX top holdings include First Am Treas Obli-X (7.3%), S&P Emini 3Rd Wk Jul26C (6.3%), Alphabet Inc,class A (5.0%), Vanguard S&P 500 ETF (4.9%), Spdr S&p 500 ETF Trust (4.9%). Go to all HDCAX holdings, HDCAX sectors, or HDCAX dividends.

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