HDCTX Mutual Fund

HDCTX Mutual Fund (Rational Equity Armor Fund Institutional Class) is managed by Rational Funds with $47.8M in net assets. HDCTX expense ratio is 1.44%, holding 59 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2001-02-28.

HDCTX performance shows a YTD return of 8.27%. The 1-year return is 13.75% and the 5-year return is 6.15%. HDCTX dividend yield stands at 0.19%, paid monthly.

HDCTX 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 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.