Return Stacked Balanced Allocation & Systematic Macro FundRDMAX
Type
Mutual fund
Peer group
Allocation
Net assets
$40.5M
Expense ratio
2.27%
1-year return
+11.9%
3 years, a year
+7.0%
5 years, a year
+4.8%
Holdings
52
What it aims to do.
The Fund?s investment objective is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Trust | 51.00% |
| First American Funds Inc. | 39.76% |
| Chicago Board Of Trade | 0.59% |
| New York Mercantile Exchange | 0.51% |
| Chicago Mercantile Exchange | 0.48% |
| Chicago Mercantile Exchange | 0.36% |
| Eurex Deutschland | 0.15% |
| New York Mercantile Exchange | 0.11% |
| Chicago Mercantile Exchange | 0.10% |
| Chicago Mercantile Exchange | 0.09% |
More on RDMAX.
- RDMAX overview
- RDMAX holdings
- RDMAX risk
- RDMAX costs
- RDMAX money in and out
- RDMAX share classes
- Compare RDMAX 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.