Rational Defensive Growth Fund Quote
| HSUTX Fund | USD 55.26 1.04 1.92% |
Performance4 of 100
| Odds Of DistressLess than 19
|
Rational Defensive is trading at 55.26 as of the 24th of April 2024; that is 1.92 percent increase since the beginning of the trading day. The fund's open price was 54.22. Rational Defensive has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Rational Defensive Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2023 and ending today, the 24th of April 2024. Click here to learn more.
The fund pursues its investment objective by investing primarily in the stocks of companies with the 25 to 50 most attractive and leading brands, from a fundamental and technical perspective, contained in the Alpha Brands Consumer Spending Index . The index tracks the performance of 200 highly recognizable and relevant U.S. More on Rational Defensive Growth
Moving together with Rational Mutual Fund
| 0.7 | RFXIX | Rational Special Sit | PairCorr |
| 0.71 | RFXCX | Rational Special Sit | PairCorr |
| 0.7 | RFXAX | Rational Special Sit | PairCorr |
Rational Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Rational Defensive's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Rational Defensive or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Rational Funds, Large Growth Funds, Large Growth, Rational Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Rational Defensive Growth [HSUTX] is traded in USA and was established 24th of April 2024. Rational Defensive is listed under Rational Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Rational Funds family. This fund currently has accumulated 51.77 M in assets under management (AUM) with no minimum investment requirementsRational Defensive Growth is currently producing year-to-date (YTD) return of 3.45%, while the total return for the last 3 years was -0.56%.
Check Rational Defensive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Rational Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Rational Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Rational Defensive Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Rational Defensive Growth Mutual Fund Constituents
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| AAPL | Apple Inc | Stock | Information Technology |
| EL | Estee Lauder Companies | Stock | Consumer Staples |
| NKE | Nike Inc | Stock | Consumer Discretionary |
| NVR | NVR Inc | Stock | Consumer Discretionary |
| CRM | Salesforce | Stock | Information Technology |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary |
Rational Defensive Target Price Odds Analysis
Based on a normal probability distribution, the odds of Rational Defensive jumping above the current price in 90 days from now is about 75.16%. The Rational Defensive Growth probability density function shows the probability of Rational Defensive mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1866. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Rational Defensive will likely underperform. Additionally, rational Defensive Growth has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Rational Defensive to move above the current price in 90 days from now is about 75.16 (This Rational Defensive Growth probability density function shows the probability of Rational Mutual Fund to fall within a particular range of prices over 90 days) .
Rational Defensive Top Holders
| HBAFX | Rational Strategic Allocation | Mutual Fund | Allocation--30% to 50% Equity |
| RHSIX | Rational Strategic Allocation | Mutual Fund | Allocation--30% to 50% Equity |
| RHSCX | Rational Strategic Allocation | Mutual Fund | Allocation--30% to 50% Equity |
Rational Defensive Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Rational Defensive market risk premium is the additional return an investor will receive from holding Rational Defensive long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Rational Defensive. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Rational Defensive's alpha and beta are two of the key measurements used to evaluate Rational Defensive's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8134 | |||
| Semi Deviation | 0.8962 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.07 |
Rational Defensive Against Markets
Picking the right benchmark for Rational Defensive mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Rational Defensive mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Rational Defensive is critical whether you are bullish or bearish towards Rational Defensive Growth at a given time. Please also check how Rational Defensive's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Rational Defensive without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Rational Mutual Fund?
Before investing in Rational Defensive, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Rational Defensive. To buy Rational Defensive fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Rational Defensive. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Rational Defensive fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Rational Defensive Growth fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Rational Defensive Growth fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Rational Defensive Growth, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Rational Defensive Growth?
The danger of trading Rational Defensive Growth is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Rational Defensive is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Rational Defensive. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Rational Defensive Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Rational Defensive Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..