Rational Defensive Growth Fund Quote
| HSUAX Fund | USD 39.68 0.36 0.92% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Rational Defensive is trading at 39.68 as of the 24th of November 2024; that is 0.92 percent up since the beginning of the trading day. The fund's open price was 39.32. Rational Defensive has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Rational Defensive Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of November 2023 and ending today, the 24th of November 2024. Click here to learn more.
The fund pursues its investment objective by investing primarily in the stocks of companies with the 25 to 50 most attractive and leading brands, from a fundamental and technical perspective, contained in the Alpha Brands Consumer Spending Index . The index tracks the performance of 200 highly recognizable and relevant U.S. More on Rational Defensive Growth
Moving together with Rational Mutual Fund
Rational Mutual Fund Highlights
| Thematic Idea | Large Growth Funds (View all Themes) |
| Fund Concentration | Rational Funds, Large Growth Funds, Large Growth Funds, Large Growth, Rational Funds, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Rational Defensive Growth [HSUAX] is traded in USA and was established 24th of November 2024. Rational Defensive is listed under Rational Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Rational Funds family. The entity is thematically classified as Large Growth Funds. This fund currently has accumulated 51.77 M in assets under management (AUM) with minimum initial investment of 1 K. Rational Defensive Growth is currently producing year-to-date (YTD) return of 23.72%, while the total return for the last 3 years was 2.71%.
Check Rational Defensive 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 Defensive Growth 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 Defensive Growth Mutual Fund Constituents
| LH | Laboratory of | Stock | Health Care | |
| ATVI | Activision Blizzard | Stock | Communication Services | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| AMT | American Tower Corp | Stock | Real Estate | |
| CPS | Cooper Stnd | Stock | Consumer Discretionary | |
| TTC | Toro Co | Stock | Industrials | |
| BK | Bank of New | Stock | Financials | |
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples |
Rational Defensive Growth Risk Profiles
| Mean Deviation | 0.7091 | |||
| Semi Deviation | 0.6953 | |||
| Standard Deviation | 0.9461 | |||
| Variance | 0.8951 |
Rational Defensive Against Markets
Other Information on Investing in Rational Mutual Fund
Rational Defensive 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 Defensive security.
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| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |