HDCTX Mutual Fund

HDCTX Mutual Fund (Rational Equity Armor Fund Institutional Class) is managed by Rational Funds with $49.8M in net assets. HDCTX expense ratio is 1.44%, holding 52 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2001-02-28.

HDCTX performance shows a YTD return of 7.07%. The 1-year return is 13.03% and the 5-year return is 6.20%. HDCTX dividend yield stands at 0.19%, paid monthly.

HDCTX top holdings include First Am Treas Obli-X (18.9%), Macy'S Retail Holdings, Llc 6.125% 3/15/2032 (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 HDCTX holdings, HDCTX sectors, or HDCTX dividends.

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