Rational Equity Armor FundHDCAX
Type
Mutual fund
Peer group
Alternative
Net assets
$57.7M
Expense ratio
1.70%
1-year return
+13.0%
3 years, a year
+10.8%
5 years, a year
+5.1%
Holdings
50
What it aims to do.
The Fund?s investment objective is to seek total return on investment, with dividend income being an important component of that return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Funds Inc. | 6.12% |
| Option Issuer | 5.58% |
| BRK-B Berkshire Hathaway Inc. | 5.51% |
| SPY State Street Spdr S&p 500 Etf Trust | 5.01% |
| MCD McDonald's Corp. | 4.00% |
| GOOGL Alphabet Inc. | 4.00% |
| JPM JPMorgan Chase & Co. | 3.99% |
| XOM Exxon Mobil Corp. | 3.52% |
| NVDA NVIDIA Corp. | 3.21% |
| TSM Taiwan Semiconductor Manufacturing Co., Ltd. | 2.83% |
More on HDCAX.
- HDCAX overview
- HDCAX holdings
- HDCAX risk
- HDCAX costs
- HDCAX money in and out
- HDCAX share classes
- Compare HDCAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.