Rational Funds Mutual Funds List
Here you can find all mutual funds issued by Rational Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 1.58%
- Avg. 1 Year Return
- 11.05%
- Avg. 5 Year Return
- 4.55%
- Median Risk/Return Score
- 63 / 100
Rational Funds Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rational Equity Armor Fund | Large Cap Value Equities | Feb 28, 2001 | 1.17% | 6.06% | 4.82% | 0.19% | 36 | ||||||||
| Rational Tactical Return Fund | Options Trading | Apr 30, 2007 | 1.99% | 5.80% | 5.51% | 10.03% | 63 | ||||||||
| Rational/Pier 88 Convertible Securities Fund | Convertible Bonds | Dec 5, 2019 | 0.99% | 10.10% | — | 4.97% | 50 | ||||||||
| Rational/ReSolve Adaptive Asset Allocation Fund | Tactical Allocation | Sep 29, 2016 | 1.97% | 12.19% | 4.34% | 0.81% | 77 | ||||||||
| Rational Special Situations Income Fund | Multisector Bonds | Jul 16, 2019 | 1.76% | 2.34% | — | 5.23% | 98 |
Explore top Rational Funds Mutual Fund Categories and Asset Classes
Rational Funds Bond Mutual fundsRational Funds Alternatives Mutual fundsRational Funds Equity Mutual fundsRational Funds Multi-Asset Mutual fundsRational Funds Convertible Bonds Mutual fundsRational Funds Large Cap Value Equities Mutual fundsRational Funds Multisector Bonds Mutual fundsRational Funds Options Trading Mutual fundsRational Funds Tactical Allocation Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Rational Funds Mutual funds by Risk/Return Score
The top Rational Funds Mutual funds by PortfoliosLab Risk/Return Score are RFXIX (98) and RDMIX (77).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | |
| Rational/ReSolve Adaptive Asset Allocation Fund | 77 | — | Sep 2016 | |
| Rational Tactical Return Fund | 63 | — | Apr 2007 | |
| Rational/Pier 88 Convertible Securities Fund | 50 | — | Dec 2019 | |
| Rational Equity Armor Fund | 36 | — | Feb 2001 |
Best-Performing Rational Funds Mutual funds Over 5 Years
The top Rational Funds Mutual funds is HDCTX (5.97%).
Across the lineup, Rational Funds Mutual funds show an average 1-year return of 11.05% and an average 5-year return of 4.55%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Rational Equity Armor Fund | 5.97% | — | Feb 2001 | |
| Rational Tactical Return Fund | 4.92% | — | Apr 2007 | |
| Rational/ReSolve Adaptive Asset Allocation Fund | 4.69% | — | Sep 2016 | |
| Rational Special Situations Income Fund | 4.12% | — | Jul 2019 | |
| Rational/Pier 88 Convertible Securities Fund | 3.06% | — | Dec 2019 |
Lowest-Cost Rational Funds Mutual funds
The top Rational Funds Mutual funds is PBXIX (0.99%).
With an average expense ratio of 1.58%, Rational Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Rational/Pier 88 Convertible Securities Fund | 0.99% | — | Dec 2019 | |
| Rational Equity Armor Fund | 1.17% | — | Feb 2001 | |
| Rational Special Situations Income Fund | 1.76% | — | Jul 2019 | |
| Rational/ReSolve Adaptive Asset Allocation Fund | 1.97% | — | Sep 2016 | |
| Rational Tactical Return Fund | 1.99% | — | Apr 2007 |
Highest-Yield Rational Funds Mutual funds
The top Rational Funds Mutual funds is HRSTX (10.03%).
Across the lineup, Rational Funds Mutual funds show an average dividend yield of 4.25%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Rational Tactical Return Fund | 10.03% | — | Apr 2007 | |
| Rational Special Situations Income Fund | 5.23% | — | Jul 2019 | |
| Rational/Pier 88 Convertible Securities Fund | 4.97% | — | Dec 2019 | |
| Rational/ReSolve Adaptive Asset Allocation Fund | 0.81% | — | Sep 2016 | |
| Rational Equity Armor Fund | 0.19% | — | Feb 2001 |
Top Mutual funds Issuers
Fidelity · 974 Mutual fundsBlackRock · 354 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
RDMIX vs. REMIXRDMIX vs. RSSTRDMIX vs. EGRAXRDMIX vs. PRPFXRDMIX vs. RSBTRFXIX vs. BIBLRFXIX vs. AGGRFXIX vs. QDSIXRFXIX vs. FTECRFXIX vs. VTIHRSTX vs. STTIXHRSTX vs. SDRIXHRSTX vs. CIHEXHRSTX vs. MAIPXHRSTX vs. GTSOXPBXIX vs. CHIPBXIX vs. CXGCXPBXIX vs. CNSDXPBXIX vs. PCONXPBXIX vs. WESRXHDCTX vs. DDVCXHDCTX vs. AFVLXHDCTX vs. TMMAXHDCTX vs. BOYAXHDCTX vs. OANMX