RDMAX Mutual Fund

RDMAX Mutual Fund (Return Stacked Balanced Allocation & Systematic Macro Fund Class A) is managed by Rational Funds with $712,261.76 in net assets. RDMAX expense ratio is 2.27%, holding 52 positions across sectors including Financials. Inception date: 2016-09-30.

RDMAX performance shows a YTD return of 11.74%. The 1-year return is 20.78% and the 5-year return is 4.49%. RDMAX dividend yield stands at 0.82%, paid annually.

RDMAX top holdings include Ishares Core S&p 500 ETF (51.0%), First Am-Ut Mm-Z (39.8%), Soybean Oil Futr May26 (0.6%), Wti Crude Future May26 (0.5%), CHF Currency Fut Jun26 (0.5%). Go to all RDMAX holdings, RDMAX sectors, or RDMAX dividends.

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