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. and foreign brands with a business to consumer and business to business focus. Maximum drawdown of 5.39% indicates contained downside risk. Beta of 0.91 is near the market average; It is managed by Rational Funds.
Rational Defensive Growth (HSUAX) currently is priced at $37.77 as of April 27, 2026, representing 0.99% up on the day after opening at $37.4. RATIONAL DEFENSIVE currently exhibits 21% estimated likelihood of significant NAV decline over the forecast period. Over the prior 90 trading days, RATIONAL DEFENSIVE has delivered negative risk-adjusted returns, in line with its weak performance profile. The performance scores are computed for the period from January 27, 2026 through April 27, 2026. Learn more.
Rational Defensive Growth [HSUAX] is traded in USA. The fund is listed under the Large Growth category and is part of the Rational Funds family. This fund currently has accumulated 51.28 M in assets under management (AUM) with a minimum initial investment of $1 K. Rational Defensive Growth is currently producing a year-to-date (YTD) return of 0.1%, while the total return for the last 3 years is 14.04%. RATIONAL DEFENSIVE operates as a operator in the rational funds segment where revenue is driven by core operating activities and end-market demand within its industry. RATIONAL DEFENSIVE financial stability analysis
Investors typically prefer portfolios diversified across different sectors. Wider sector coverage improves the probability of positive returns, though it may compress RATIONAL Mutual Fund expected return.
Investment funds like Rational Defensive Growth Mutual Fund offer a low-cost alternative to custom portfolios. Sector fund diversification can be an effective strategy for adjusting sector exposure.
The fund generated returns of 3.0% over the last ten years. Rational Defensive Growth retains about 8.09% of assets under management (AUM) in cash. Rational Defensive Growth (HSUAX) recorded $13.1 million in Total Assets and $51.3 million in Net Assets.
Investor Insights and Alerts
Shareholder alerts for RATIONAL DEFENSIVE, a Large Growth mutual fund, flag conditions that may warrant re-evaluating your position. A concise alert layer reduces the chance of ignoring material changes to the fund's distribution policy or income stability.
RATIONAL DEFENSIVE generated a negative expected return over the last 90 days
Top Rational Defensive Growth Mutual Fund Constituents
Monitoring RATIONAL DEFENSIVE's daily metrics gives shareholders faster feedback on whether the fund's holdings are trending or reversing. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating.
NAV projections for Rational Defensive Growth within Large Growth rely on smoothing, regression, and moving-average techniques applied to historical prices. With a one-year return of 6.4%, these models describe observed NAV patterns. Current fund positioning must match historical conditions.
The fund overview for RATIONAL DEFENSIVE summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Rational Funds, Large Growth Funds. The current allocation is approximately 92.0% equities and 8.0% cash. It is classified under Large Growth within the Rational Funds family.
Methodology
Unless otherwise specified, data for Rational Defensive Growth is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Rational Defensive Growth market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Rational Defensive Growth may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board