HSUAX : Rational Dynamic Brands Fund Class A

HSUAX is a US Stocks Market Large Growth with HIGH fees.

HSUAX

Rational Dynamic Brands Fund Class A

FI Score

20 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

20% FI Score
  • hsuax
  • Mutual Fund
  • US Stocks
  • Large Growth

Rational Dynamic Brands Fund Class A

Expenses: 1.41% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. 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"). The index tracks the performance of 200 highly recognizable and relevant U.S. and foreign brands with a business to consumer and business to business focus.

Largest Holdings

Amount Holding
8.19% American Tower Corp
5.89% Amazon.com Inc
5.05% Spotify Technology SA
4.86% Microsoft Corp
4.09% Abbott Laboratories
3.91% Apple Inc
3.78% Roku Inc Class A
3.65% Johnson & Johnson
3.54% Mastercard Inc A
3.54% Visa Inc Class A
3.45% Shopify Inc A
3.17% Nike Inc B
3.08% Accenture PLC Class A
3.06% Merck & Co Inc
3.00% Starbucks Corp
2.90% Lululemon Athletica Inc
2.82% Berkshire Hathaway Inc Class B
2.62% The Home Depot Inc
2.57% Costco Wholesale Corp
2.22% Slack Technologies Inc Class A
2.08% PayPal Holdings Inc
2.01% Blackstone Group Inc
1.73% Tencent Holdings Ltd ADR
1.61% NVIDIA Corp
1.61% Netflix Inc

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