Rational Real Strategies Fund Quote
| HRSAX Fund | USD 16.79 0.01 0.06% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Rational Real is trading at 16.79 as of the 30th of January 2025; that is 0.06 percent up since the beginning of the trading day. The fund's open price was 16.78. Rational Real has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 30th of January 2025. Click here to learn more.
The fund invests primarily in long and short call and put options on futures contracts on the Standard Poors 500 Index, and in cash, and cash equivalents. It achieves its investment objective in three ways Premium Collection - the fund collects premiums on options it sells Volatility Trading - the fund may enter into positions designed to hedge or profit from either an increase or a decrease in index volatility and Trend following - the fund may increase or decrease the balance of puts and calls based on trending market direction.. More on Rational Real Strategies
Rational Mutual Fund Highlights
| Fund Concentration | Rational Funds, Options Trading Funds, Options Trading, Rational Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Rational Real Strategies [HRSAX] is traded in USA and was established 30th of January 2025. Rational Real is listed under Rational Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Rational Funds family. This fund currently has accumulated 161.91 M in assets under management (AUM) with minimum initial investment of 1 K. Rational Real Strategies is currently producing year-to-date (YTD) return of 0.18% with the current yeild of 0.0%, while the total return for the last 3 years was 2.57%.
Check Rational Real Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Rational Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Rational Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Rational Real Strategies Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Rational Real Strategies Mutual Fund Constituents
| THC | Tenet Healthcare | Stock | Health Care | |
| GEO | Geo Group | Stock | Industrials | |
| TREE | Lendingtree | Stock | Financials | |
| WTW | Willis Towers Watson | Stock | Financials | |
| SCHN | SCHNITZER STEEL INDUSTRIES | Stock | Materials | |
| HUN | Huntsman | Stock | Materials | |
| OSUR | OraSure Technologies | Stock | Health Care | |
| HDSN | Hudson Technologies | Stock | Industrials |
Rational Real Strategies Risk Profiles
| Mean Deviation | 0.0528 | |||
| Semi Deviation | 0.1225 | |||
| Standard Deviation | 0.1328 | |||
| Variance | 0.0176 |
Rational Real Against Markets
Other Information on Investing in Rational Mutual Fund
Rational Real financial ratios help investors to determine whether Rational Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rational with respect to the benefits of owning Rational Real security.
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