Rational Defensive Growth Fund Quote
| HSUTX Fund | USD 62.41 0.56 0.89% |
PerformanceVery Weak
| Odds Of DistressLow
|
Rational Defensive is trading at 62.41 as of the 9th of March 2025; that is 0.89 percent down since the beginning of the trading day. The fund's open price was 62.97. Rational Defensive has about a 23 % 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 7th of February 2025 and ending today, the 9th of March 2025. 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
| Fund Concentration | Rational Funds, Large Growth Funds, Large Growth, Rational Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Rational Defensive Growth [HSUTX] is traded in USA and was established 9th of March 2025. 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. This fund currently has accumulated 51.77 M in assets under management (AUM) with no minimum investment requirementsRational Defensive Growth is currently producing year-to-date (YTD) return of 1.63%, while the total return for the last 3 years was 11.15%.
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
| CMG | Chipotle Mexican Grill | Stock | Consumer Discretionary | |
| CPS | Cooper Stnd | Stock | Consumer Discretionary | |
| SHAK | Shake Shack | Stock | Consumer Discretionary | |
| BX | Blackstone Group | Stock | Financials | |
| BBY | Best Buy Co | Stock | Consumer Discretionary | |
| SPGI | SP Global | Stock | Financials | |
| CZR | Caesars Entertainment | Stock | Consumer Discretionary | |
| CI | Cigna Corp | Stock | Health Care |
Rational Defensive Top Holders
| HBAFX | Rational Strategic Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| RHSIX | Rational Strategic Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| RHSCX | Rational Strategic Allocation | Mutual Fund | Allocation--30% to 50% Equity |
Rational Defensive Growth Risk Profiles
| Mean Deviation | 0.8374 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 | |||
| Risk Adjusted Performance | (0.07) |
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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
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| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |