Rational Inflation Growth Fund Quote
| IGOAX Fund | USD 9.69 0.11 1.12% |
|
|
Rational Inflation is trading at 9.69 as of the 2nd of December 2023; that is -1.12 percent decrease since the beginning of the trading day. The fund's open price was 9.8. Rational Inflation has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Rational Inflation Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of November 2023 and ending today, the 2nd of December 2023. Click here to learn more.
The fund invests in securities that its investment sub-adviser expects to increase in value with increased U.S. inflation or with expectations of higher inflation in the future. Rational Inflation is traded on NASDAQ Exchange in the United States. More on Rational Inflation Growth
Moving together with Rational Mutual Fund
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 Inflation's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Rational Inflation or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Exotic Funds (View all Themes) |
| Fund Concentration | Exotic Funds (View all Sectors) |
| Macroaxis Advice The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Rational Inflation's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details Cautious HoldFairly Valued | |
| Update Date | 31st of December 2023 |
Rational Inflation Growth [IGOAX] is traded in USA and was established 2nd of December 2023. The fund is listed under Large Blend category and is part of Rational Funds family. The entity is thematically classified as Exotic Funds. Rational Inflation Growth currently has accumulated 2.08 M in assets under management (AUM) with minimum initial investment of 1 K.
Check Rational Inflation 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 Inflation 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 Inflation Growth Mutual Fund Constituents
| BCI | Abrdn Bloomberg All | Etf | Commodities Broad Basket |
| COM | Direxion Auspice Broad | Etf | Commodities Broad Basket |
| COMB | GraniteShares Bloomberg Commodity | Etf | Commodities Broad Basket |
| COMT | IShares GSCI Commodity | Etf | Commodities Broad Basket |
| DBC | Invesco DB Commodity | Etf | Commodities Broad Basket |
| FGUXX | First American Funds | Money Market Fund | US Money Market Fund |
| GLD | SPDR Gold Shares | Etf | Commodities Focused |
Rational Inflation Target Price Odds Analysis
Based on a normal probability distribution, the odds of Rational Inflation jumping above the current price in 90 days from now is about 15.87%. The Rational Inflation Growth probability density function shows the probability of Rational Inflation mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Rational Inflation has a beta of 0.2388. This usually indicates as returns on the market go up, Rational Inflation average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Rational Inflation Growth will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Rational Inflation Growth is significantly underperforming NYSE Composite.
Based on a normal probability distribution, the odds of Rational Inflation to move above the current price in 90 days from now is about 15.87 (This Rational Inflation Growth probability density function shows the probability of Rational Mutual Fund to fall within a particular range of prices over 90 days) .
Rational Inflation Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Rational Inflation market risk premium is the additional return an investor will receive from holding Rational Inflation 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 Inflation. 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 Inflation's alpha and beta are two of the key measurements used to evaluate Rational Inflation's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6402 | |||
| Semi Deviation | 0.8087 | |||
| Standard Deviation | 0.8555 | |||
| Variance | 0.7318 |
Rational Inflation Against Markets
Picking the right benchmark for Rational Inflation 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 Inflation 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 Inflation is critical whether you are bullish or bearish towards Rational Inflation Growth at a given time. Please also check how Rational Inflation'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 Inflation 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?
Run Portfolio Dashboard Now
Portfolio DashboardPortfolio dashboard that provides centralized access to all your investments |
| All Next | Launch Module |
How to buy Rational Mutual Fund?
Before investing in Rational Inflation, 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 Inflation. To buy Rational Inflation fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Rational Inflation. 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 Inflation fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Rational Inflation 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 Inflation 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 Inflation 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 Inflation Growth?
The danger of trading Rational Inflation 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 Inflation 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 Inflation. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Rational Inflation 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 Inflation 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 nation. Note that the Rational Inflation Growth information on this page should be used as a complementary analysis to other Rational Inflation'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 USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Complementary Tools for Rational Mutual Fund analysis
When running Rational Inflation's price analysis, check to measure Rational Inflation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Rational Inflation is operating at the current time. Most of Rational Inflation's value examination focuses on studying past and present price action to predict the probability of Rational Inflation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Rational Inflation's price. Additionally, you may evaluate how the addition of Rational Inflation to your portfolios can decrease your overall portfolio volatility.
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |