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 52 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-01-03.

HDCEX performance shows a YTD return of 6.49%. The 1-year return is 11.87% and the 5-year return is 5.19%. HDCEX dividend yield stands at 0.04%, paid monthly.

HDCEX top holdings include First Am Treas Obli-X (18.9%), Fannie Mae Pool #Db7690 6.00% 8/1/2054 (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 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.