RDMAX Mutual Fund

RDMAX Mutual Fund (Return Stacked Balanced Allocation & Systematic Macro Fund Class A) is managed by Rational Funds with $680,422.03 in net assets. RDMAX expense ratio is 2.27%, holding 49 positions across sectors including Financials. Inception date: 2016-09-30.

RDMAX performance shows a YTD return of 11.79%. The 1-year return is 17.70% 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 (48.8%), First Am-Ut Mm-Z (43.1%), C$ Currency Fut Sep26 (0.7%), Us Long Bond(Cbt) Sep26 (0.5%), New Zealand $ Fut Sep26 (0.3%). 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.