Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Rational Funds Mutual Funds
View all of Rational Funds’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Rational Funds Mutual Funds List
1 to 24 of 24 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Rational Special Situations Income Fund Class C Shares | RFXCX | Nontraditional Bond | — | 1.95% | 25 | 2.720% | Above Average | Level Load | $1,000 | |
| Rational Special Situations Income Fund Institutional Shares | RFXIX | Nontraditional Bond | — | 2.63% | 17 | 1.770% | High | Institutional | $1,000 | |
| Rational Special Situations Income Fund Class A Shares | RFXAX | Nontraditional Bond | — | 2.39% | 21 | 2.020% | High | Front Load | $1,000 | |
| Rational Equity Armor Fund Class A | HDCAX | Equity Hedged | 8.13% | 48 | 1.670% | Average | Front Load | $1,000 | ||
| Rational Equity Armor Fund Institutional | HDCTX | Equity Hedged | 8.29% | 45 | 1.410% | Average | Institutional | $1,000 | ||
| Rational Premium Income Fund Class A | HRSAX | Equity Hedged | 8.22% | 48 | 2.280% | High | Front Load | $1,000 | ||
| Rational Equity Armor Fund Class C | HDCEX | Equity Hedged | 7.55% | 57 | 2.380% | Above Average | Level Load | $1,000 | ||
| Rational/Pier 88 Convertible Securities Fund Institutional Shares | PBXIX | Convertibles | 7.56% | 81 | 1.000% | High | Institutional | $1,000 | ||
| Rational Premium Income Fund Class C | HRSFX | Equity Hedged | 7.59% | 56 | 3.030% | High | Level Load | $1,000 | ||
| Rational Premium Income Fund Class Institutional | HRSTX | Equity Hedged | 8.39% | 45 | 2.030% | High | Institutional | $1,000 | ||
| Rational/Pier 88 Convertible Securities Fund Class C Shares | PBXCX | Convertibles | 6.83% | 90 | 2.000% | High | Level Load | $1,000 | ||
| Rational/Pier 88 Convertible Securities Fund Class A Shares | PBXAX | Convertibles | 7.46% | 82 | 1.250% | Above Average | Front Load | $1,000 | ||
| Rational Dynamic Brands Fund Class A | HSUAX | Large Growth | −7.31% | 99 | 1.430% | High | Front Load | $1,000 | ||
| Rational Dynamic Brands Fund Institutional Class | HSUTX | Large Growth | −7.14% | 98 | 1.060% | High | Institutional | $1,000 | ||
| Rational Dynamic Brands Fund Class C | HSUCX | Large Growth | −7.83% | 99 | 2.120% | High | Level Load | $1,000 | ||
| Rational/RGN Hedged Equity Fund Class C | RNECX | Equity Hedged | — | 19.48% | 3 | 3.040% | High | Level Load | $1,000 | |
| Rational Strategic Allocation Fund Class C | RHSCX | Multi-Asset Overlay | — | — | 14.45% | — | 3.030% | Above Average | Level Load | $1,000 |
| Rational Strategic Allocation Fund Class Institutional | RHSIX | Multi-Asset Overlay | — | — | 15.41% | — | 2.030% | Above Average | Institutional | $1,000 |
| Rational Strategic Allocation Fund Class A | RHSAX | Multi-Asset Overlay | — | — | 15.16% | — | 2.280% | Above Average | Front Load | $1,000 |
| Rational/RGN Hedged Equity Fund Class A | RNEAX | Equity Hedged | — | 20.02% | 2 | 2.290% | High | Front Load | $1,000 | |
| Return Stacked Balanced Allocation & Systematic Macro Fund Class C | RDMCX | Multi-Asset Overlay | — | — | 11.08% | — | 3.020% | Average | Level Load | $1,000 |
| Rational/RGN Hedged Equity Fund Institutional Class | RNEIX | Equity Hedged | — | 20.40% | 2 | 2.040% | High | Institutional | $1,000 | |
| Return Stacked Balanced Allocation & Systematic Macro Fund Class A | RDMAX | Multi-Asset Overlay | — | — | 11.69% | — | 2.270% | Average | Front Load | $1,000 |
| Return Stacked Balanced Allocation & Systematic Macro Fund Class I | RDMIX | Multi-Asset Overlay | — | — | 11.90% | — | 2.020% | Average | Institutional | $1,000 |
Rational Funds Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States