HDCEX Mutual Fund
HDCEX Mutual Fund
Rational Equity Armor Fund Class C
HDCEX Mutual Fund Overview
HDCEX Mutual Fund (Rational Equity Armor Fund Class C) is managed by Rational Funds with $1.1M in net assets. HDCEX expense ratio is 2.57%, holding 52 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2014-01-03.
HDCEX performance shows a YTD return of 8.32%. The 1-year return is 15.07% and the 5-year return is 5.85%. HDCEX dividend yield stands at 0.04%, paid monthly.
HDCEX top holdings include First American Treasury Obligations Fund (18.9%), Fannie Mae Pool #Db7690 6.00% 8/1/2054 (6.2%), 'alphabet Inc., Class 'a'' (4.6%), Spdr S&p 500 ETF (4.5%), Berkshire Hathaway, Inc. (4.5%). View all HDCEX holdings, sector breakdown, or dividend history.
HDCEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HDCEX alternatives are available via the screener, along with tax-loss harvesting opportunities.