Morningstar

Rational Dynamic Brands Fund Class C HSUCX

Morningstar Medalist Rating
Medalist Rating as of | See Rational Funds Investment Hub
  • NAV / 1-Day Return 29.79  /  +0.47 %
  • Total Assets 42.6M
  • Adj. Expense Ratio
    2.120%
  • Expense Ratio 2.120%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 267%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:22 AM GMT+0

Morningstar’s Analysis HSUCX

Will HSUCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSUCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSUCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HSUCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Rational Dynamic Brands C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HSUCX

More HSUCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

13.05 6M
Consumer Cyclical

Netflix Inc

10.87 5M
Communication Services

NVIDIA Corp

4.81 2M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.71 2M
Technology

Costco Wholesale Corp

4.59 2M
Consumer Defensive

Microsoft Corp

4.55 2M
Technology

Simplify Health Care ETF

4.55 2M
—

State Street®EngySelSectSPDR®ETF

4.49 2M
—

Uber Technologies Inc

4.43 2M
Technology

Alphabet Inc Class A

4.01 2M
Communication Services

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