Rational Dynamic Brands FundHSUCX
Type
Mutual fund
Peer group
Global equity
Net assets
$51.3M
Expense ratio
2.12%
1-year return
-4.0%
3 years, a year
+11.1%
5 years, a year
+1.5%
Holdings
27
What it aims to do.
The Fund?s investment objective is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AAPL Apple Inc. | 6.70% |
| AMZN Amazon.com, Inc. | 5.44% |
| NFLX Netflix, Inc. | 5.39% |
| MELI Mercadolibre Inc | 5.14% |
| COST Costco Wholesale Corporation | 5.12% |
| GOOGL Alphabet Inc. | 5.05% |
| SPOT Spotify Technology S.A. | 4.98% |
| WMT Walmart Inc | 4.96% |
| UBER Uber Technologies Inc | 4.84% |
| First American Funds Inc. | 4.79% |
More on HSUCX.
- HSUCX overview
- HSUCX holdings
- HSUCX risk
- HSUCX costs
- HSUCX money in and out
- HSUCX share classes
- Compare HSUCX 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.