Rational Dividend Mutual Fund Money Managers
| HDCAX Fund | USD 8.40 0.02 0.24% |
Break down of Rational Dividend's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Rational Dividend's future under-performance.
| Patrick Adams Executive Fund Manager |
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Rational |
Rational Dividend Net Asset Comparison
Rational Dividend Capture is rated # 3 fund in net asset among similar funds. Total Asset Under Management (AUM) of Options Trading category is currently estimated at about 13.45 Billion. Rational Dividend adds roughly 53.26 Million in net asset claiming only tiny portion of funds under Options Trading category.
Rational Dividend Capture Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Rational Dividend Capture Price Series Summation is a cross summation of Rational Dividend price series and its benchmark/peer.
Rational Dividend Stakeholder
| Patrick Adams | Fund Manager | Profile |
About Rational Dividend Management Performance
The success or failure of an entity such as Rational Dividend Capture often depends on how effective the management is. Rational Dividend management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Rational management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Rational management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund will invest at least 80 percent of its net assets, plus the amount of borrowings for investment purposes, in equity securities. It seeks to achieve its investment objective by investing primarily in common stock of dividend paying companies included within the SP 500 Index. The fund seeks to hedge the majority of its stock exposure by investing up to 20 percent of its assets in futures contracts on the Cboe Volatility Index and in cash and cash equivalents, including U.S. Treasury obligations, as a hedge against the common stock held in its portfolio.
Please note that past performance is not an indicator of the future performance of Rational Dividend, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Rational Dividend Capture. 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 nation. Note that the Rational Dividend Capture information on this page should be used as a complementary analysis to other Rational Dividend's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stocks Directory module to find actively traded stocks across global markets.