RFXAX Mutual Fund
RFXAX Mutual Fund
RFXAX Mutual Fund
Rational Special Situations Income Fund Class A
RFXAX Mutual Fund Overview
RFXAX Mutual Fund (Rational Special Situations Income Fund Class A) is managed by Rational Funds with $47.8M in net assets. RFXAX expense ratio is 2.02%, holding 980 positions across sectors including Financials, Real Estate. Inception date: 2019-07-17.
RFXAX performance shows a YTD return of 2.30%. The 1-year return is 4.58% and the 5-year return is 3.91%. RFXAX dividend yield stands at 5.03%, paid monthly.
RFXAX top holdings include Ambac Assurance Corp (9.4%), First Am Treas Obli-X (6.0%), Wfld 2014-mont Mortgage Trust (2.0%), Mbi 0 12/15/33 (1.9%), Comm 2012-Ccre3 Mortgage Trust (1.5%). Go to all RFXAX holdings, RFXAX sectors, or RFXAX dividends.
RFXAX can be compared against other funds. Use RFXAX overlap to find shared positions, or RFXAX vs another fund for a side-by-side view. RFXAX alternatives are available via the screener, along with tax-loss harvesting opportunities.