Rational Inflation Growth Fund Quote
| IGOIX Fund | USD 10.60 0.09 0.86% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Rational Inflation is trading at 10.60 as of the 23rd of April 2024; that is 0.86 percent increase since the beginning of the trading day. The fund's open price was 10.51. Rational Inflation has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during 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 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in exchange-traded equity securities of real assets companies. It defines real assets companies as those in energy, materials, industrials, real estate and utility sectors. More on Rational Inflation Growth
Moving together with Rational Mutual Fund
| 0.97 | RHSAX | Rational Strategic | PairCorr |
| 1.0 | IGOAX | Rational Inflation Growth | PairCorr |
| 0.75 | PBXIX | Rationalpier 88 Conv | PairCorr |
| 0.95 | FBONX | American Funds American | PairCorr |
| 0.95 | FBAFX | American Funds American | PairCorr |
| 0.95 | ABALX | American Balanced | PairCorr |
| 0.94 | BALCX | American Balanced | PairCorr |
Moving against Rational Mutual Fund
| 0.95 | UIPIX | Ultrashort Mid Cap | PairCorr |
| 0.71 | USPSX | Profunds Ultrashort Steady Growth | PairCorr |
| 0.7 | USPIX | Profunds Ultrashort Steady Growth | 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 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.
| Fund Concentration | Rational Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Rational Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
Rational Inflation Growth [IGOIX] is traded in USA and was established 23rd of April 2024. Rational Inflation is listed under Rational Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Rational Funds family. Rational Inflation Growth currently has accumulated 3.21 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.0%.
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 33.75%. 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 0.9101. This usually indicates Rational Inflation Growth market returns are sensitive to returns on the market. As the market goes up or down, Rational Inflation is expected to follow. Additionally, rational Inflation Growth has an alpha of 0.0194, implying that it can generate a 0.0194 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Rational Inflation to move above the current price in 90 days from now is about 33.75 (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 | 0.4804 | |||
| Semi Deviation | 0.5258 | |||
| Standard Deviation | 0.6405 | |||
| Variance | 0.4103 |
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?
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| 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 Sharpe 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 gross domestic product. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.