HDCEX Mutual Fund

HDCEX Mutual Fund (Rational Equity Armor Fund Class C) is managed by Rational Funds with $1.1M in net assets. HDCEX expense ratio is 2.41%, holding 59 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2014-01-03.

HDCEX performance shows a YTD return of 7.64%. The 1-year return is 12.62% and the 5-year return is 5.17%. HDCEX dividend yield stands at 0.04%, paid monthly.

HDCEX 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 HDCEX holdings, HDCEX sectors, or HDCEX dividends.

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