HSUTX Mutual Fund

HSUTX Mutual Fund (Rational Dynamic Brands Fund Institutional Class) is managed by Rational Funds with $33.8M in net assets. HSUTX expense ratio is 1.16%, holding 27 positions across sectors including Information Technology, Communication Services, Consumer Staples. Inception date: 2002-09-30.

HSUTX performance shows a YTD return of -6.14%. The 1-year return is -7.73% and the 5-year return is 1.93%.

HSUTX 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 HSUTX holdings, HSUTX sectors, or HSUTX dividends.

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