HSUAX Mutual Fund
HSUAX Mutual Fund
HSUAX Mutual Fund
Rational Dynamic Brands Fund Class A
HSUAX Mutual Fund Overview
HSUAX Mutual Fund (Rational Dynamic Brands Fund Class A) is managed by Rational Funds with $12.7M in net assets. HSUAX expense ratio is 1.43%, holding 27 positions across sectors including Information Technology, Communication Services, Consumer Staples. Inception date: 2002-09-30.
HSUAX performance shows a YTD return of -6.28%. The 1-year return is -7.97% and the 5-year return is 1.65%.
HSUAX top holdings include Apple, Inc (6.7%), Amazon.Com Inc (5.4%), Netflix, Inc. (5.4%), Mercadolibre Inc (5.1%), Costco Wholesale Corp. (5.1%). Go to all HSUAX holdings, HSUAX sectors, or HSUAX dividends.
HSUAX can be compared against other funds. Use HSUAX overlap to find shared positions, or HSUAX vs another fund for a side-by-side view. HSUAX alternatives are available via the screener, along with tax-loss harvesting opportunities.