RFXCX Mutual Fund

RFXCX Mutual Fund (Rational Special Situations Income Fund Class C) is managed by Rational Funds with $36.0M in net assets. RFXCX expense ratio is 2.72%, holding 979 positions across sectors including Financials, Real Estate. Inception date: 2019-07-17.

RFXCX performance shows a YTD return of 2.06%. The 1-year return is 2.89% and the 5-year return is 3.09%. RFXCX dividend yield stands at 3.67%, paid monthly.

RFXCX top holdings include Ambac Assurance Corp (9.4%), First Am Treas Obli-X (6.0%), Wfld_14-Mont 3.88 08/10/2031 (2.0%), Mbi 0 12/15/33 (1.9%), Comm 2012-Ccre3 Mortgage Trust (1.5%). Go to all RFXCX holdings, RFXCX sectors, or RFXCX dividends.

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