RDMIX Mutual Fund
RDMIX Mutual Fund
Return Stacked Balanced Allocation & Systematic Macro Fund Institutional Class
RDMIX Mutual Fund Overview
RDMIX Mutual Fund (Return Stacked Balanced Allocation & Systematic Macro Fund Institutional Class) is managed by Rational Funds with $35.3M in net assets. RDMIX expense ratio is 2.01%, holding 52 positions across sectors including Financials, Unknown, Other. Inception date: 2016-09-30.
RDMIX performance shows a YTD return of 12.00%. The 1-year return is 21.96% and the 5-year return is 5.52%. RDMIX dividend yield stands at 0.80%, paid annually.
RDMIX 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%), Square 4.97 46549 2027-06-11 (0.5%). View all RDMIX holdings, sector breakdown, or dividend history.
RDMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RDMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.