Return Stacked Balanced Allocation & Systematic Macro FundRDMCX

MUTUAL FUNDRational
Type
Mutual fund
Peer group
Allocation
Net assets
$40.5M
Expense ratio
3.02%
1-year return
+11.0%
3 years, a year
+6.1%
5 years, a year
+4.1%
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 Trust51.00%
First American Funds Inc.39.76%
Chicago Board Of Trade0.59%
New York Mercantile Exchange0.51%
Chicago Mercantile Exchange0.48%
Chicago Mercantile Exchange0.36%
Eurex Deutschland0.15%
New York Mercantile Exchange0.11%
Chicago Mercantile Exchange0.10%
Chicago Mercantile Exchange0.09%

More on RDMCX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.