Rational Equity Armor FundHDCTX
Type
Mutual fund
Peer group
Alternative
Net assets
$57.7M
Expense ratio
1.44%
1-year return
+13.2%
3 years, a year
+11.0%
5 years, a year
+5.3%
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 HDCTX.
- HDCTX overview
- HDCTX holdings
- HDCTX risk
- HDCTX costs
- HDCTX money in and out
- HDCTX share classes
- Compare HDCTX 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.