RHSAX Mutual Fund

RHSAX Mutual Fund (Rational Strategic Allocation Fund Class A) is managed by Rational Funds with $8.8M in net assets. RHSAX expense ratio is 2.30%, holding 7 positions across sectors including Financials. Inception date: 2009-07-30.

RHSAX performance shows a YTD return of 3.96%. The 1-year return is 20.35% and the 5-year return is 5.50%. RHSAX dividend yield stands at 6.73%, paid quarterly.

RHSAX top holdings include Mutual Fund Series Trust (73.9%), United States Treasury Bill 09/03/2026 (5.8%), Catalyst/Cifc Floating Rate Income Fund Class I (5.7%), Aqr Lng Shrt Eqty Fn (4.1%), S&P500 Emini Fut Sep26 (0.6%). Go to all RHSAX holdings, RHSAX sectors, or RHSAX dividends.

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