RDMAX Mutual Fund
RDMAX Mutual Fund
Return Stacked Balanced Allocation & Systematic Macro Fund Class A
RDMAX Mutual Fund Overview
RDMAX Mutual Fund (Return Stacked Balanced Allocation & Systematic Macro Fund Class A) is managed by Rational Funds with $704,743.58 in net assets. RDMAX expense ratio is 2.26%, holding 52 positions across sectors including Financials, Unknown, Other. Inception date: 2016-09-30.
RDMAX performance shows a YTD return of 11.84%. The 1-year return is 21.62% and the 5-year return is 5.24%. 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%). View all RDMAX holdings, sector breakdown, or dividend history.
RDMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RDMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.