HDCAX Mutual Fund

HDCAX Mutual Fund (Rational Equity Armor Fund Class A) is managed by Rational Funds with $9.6M in net assets. HDCAX expense ratio is 1.70%, holding 52 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2001-02-28.

HDCAX performance shows a YTD return of 6.90%. The 1-year return is 12.69% and the 5-year return is 5.92%. HDCAX dividend yield stands at 0.15%, paid monthly.

HDCAX top holdings include First Am Treas Obli-X (18.9%), S&P Emini 3Rd Wk Jan26C (6.2%), Alphabet Inc Common Stock USD 0.001 (4.6%), Spdr S&p 500 ETF Trust (4.5%), Berkshire Hathaway, Inc. (4.5%). 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.