HDCTX : Rational Equity Armor Fund Institutional

HDCTX is a US Stocks Market Large Value with HIGH fees.

HDCTX

Rational Equity Armor Fund Institutional

FI Score

26 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

26% FI Score
  • hdctx
  • Mutual Fund
  • US Stocks
  • Large Value

Rational Equity Armor Fund Institutional

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks total return on investment, with dividend income an important component of that return. The fund will invest at least 80% 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 S&P 500 Index. The fund may also invest up to 20% 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 the fund’s portfolio.

Largest Holdings

Amount Holding
2.82% IDEXX Laboratories Inc
2.70% NVIDIA Corp
2.65% IHS Markit Ltd
2.61% MSCI Inc
2.60% Nike Inc B
2.60% ResMed Inc
2.58% NextEra Energy Inc
2.57% Intercontinental Exchange Inc
2.56% Charter Communications Inc A
2.54% Citrix Systems Inc
2.53% Intel Corp
2.51% American Water Works Co Inc
2.51% Nasdaq Inc
2.45% O'Reilly Automotive Inc
2.45% Coca-Cola Co
2.44% UDR Inc
2.44% Edwards Lifesciences Corp
2.43% Microsoft Corp
2.42% Merck & Co Inc
2.39% MarketAxess Holdings Inc
2.39% Ansys Inc
2.38% Dollar General Corp
2.38% PepsiCo Inc
2.36% McCormick & Co Inc Non-Voting
2.36% Alphabet Inc A

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