RNEAX Mutual Fund

RNEAX Mutual Fund (Rational/RGN Hedged Equity Fund Class A) is managed by Rational Funds with $1.5M in net assets. RNEAX expense ratio is 2.30%, holding 48 positions across sectors including Financials. Inception date: 2024-09-27.

RNEAX performance shows a YTD return of 19.34%. The 1-year return is 24.24%.

RNEAX top holdings include Vanguard S&P 500 ETF (42.0%), Spdr S&p 500 ETF Trust (41.8%), First Am Treas Obli-X (6.1%), Us Dollar Future (6.1%), RRDEF FUND LTD (2.8%). Go to all RNEAX holdings, RNEAX sectors, or RNEAX dividends.

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