RDMIX Mutual Fund

RDMIX Mutual Fund (Return Stacked Balanced Allocation & Systematic Macro Fund Institutional Class) is managed by Rational Funds with $35.6M in net assets. RDMIX expense ratio is 2.02%, holding 52 positions across sectors including Financials. Inception date: 2016-09-30.

RDMIX performance shows a YTD return of 11.91%. The 1-year return is 21.06% and the 5-year return is 4.75%. 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%). Go to all RDMIX holdings, RDMIX sectors, or RDMIX dividends.

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