RNEAX Mutual Fund

RNEAX Mutual Fund (Rational/RGN Hedged Equity Fund Class A) is managed by Rational Funds with $1.4M 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 18.82%. The 1-year return is 29.58%. RNEAX dividend yield stands at 1.19%, paid annually.

RNEAX top holdings include Vanguard S&P 500 ETF (42.0%), Spdr S&p 500 ETF Trust (41.8%), First Am Treas Obli-X (7.2%), S&P500 Emini Fut Sep26 (0.3%), Nasdaq 100 E-Mini Sep26 (0.2%). 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.