RHSAX Mutual Fund
RHSAX Mutual Fund
Rational Strategic Allocation Fund Class A
RHSAX Mutual Fund Overview
RHSAX Mutual Fund (Rational Strategic Allocation Fund Class A) is managed by Rational Funds with $8.4M in net assets. RHSAX expense ratio is 2.16%, holding 7 positions across sectors including Financials. Inception date: 2009-07-30.
RHSAX performance shows a YTD return of 6.25%. The 1-year return is 27.89% and the 5-year return is 6.54%. RHSAX dividend yield stands at 6.86%, paid quarterly.
RHSAX top holdings include Mutual Fund Series Trust (65.3%), Us T Bill Zcp 09/03/26 (7.3%), Aqr Lng Shrt Eqty Fn (5.3%), First American Treasury Obligations Fund (4.8%), Catalyst/Cifc Floating Rate Income Fund Class I (2.8%). View all RHSAX holdings, sector breakdown, or dividend history.
RHSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RHSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.