HDCTX Mutual Fund
HDCTX Mutual Fund
Rational Equity Armor Fund Institutional Class
HDCTX Mutual Fund Overview
HDCTX Mutual Fund (Rational Equity Armor Fund Institutional Class) is managed by Rational Funds with $47.4M in net assets. HDCTX expense ratio is 1.61%, holding 52 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2001-02-28.
HDCTX performance shows a YTD return of 8.74%. The 1-year return is 16.16% and the 5-year return is 6.85%. HDCTX dividend yield stands at 0.19%, paid monthly.
HDCTX top holdings include First American Treasury Obligations Fund (18.9%), Macy'S Retail Holdings, Llc 6.125% 3/15/2032 (6.2%), 'alphabet Inc., Class 'a'' (4.6%), Spdr S&p 500 ETF (4.5%), Berkshire Hathaway, Inc. (4.5%). View all HDCTX holdings, sector breakdown, or dividend history.
HDCTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HDCTX alternatives are available via the screener, along with tax-loss harvesting opportunities.