Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX) belongs to the Macro Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RDMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RDMIX
RDMIX charges 1.97% annually. There are 11 mutual funds in the Macro Trading category with lower expense ratios, going as low as 0.78%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 0.78% | — | Oct 1990 | RDMIX vs CGFIX | |
| Fulcrum Diversified Absolute Return Fund | 1.04% | — | Jul 2015 | RDMIX vs FARYX | |
| MFS Global Alternative Strategy Fund | 1.05% | — | Dec 2007 | RDMIX vs DVRIX | |
| BlackRock Tactical Opportunities Fund | 1.08% | — | Dec 1988 | RDMIX vs PCBAX | |
| AQR Macro Opportunities Fund | 1.20% | — | Apr 2014 | RDMIX vs QGMIX |
Best Risk-Adjusted Alternatives to RDMIX
RDMIX has a PortfoliosLab risk / return rank of 75. There are 5 mutual funds in the Macro Trading category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 97 | — | Dec 2012 | RDMIX vs EGRAX | |
| Catalyst/Millburn Hedge Strategy Fund | 89 | — | Dec 2015 | RDMIX vs MBXAX | |
| Quantified Alternative Investment Fund | 79 | — | Aug 2013 | RDMIX vs QALTX | |
| OnTrack Core Fund | 78 | — | Jan 2013 | RDMIX vs OTRFX | |
| Standpoint Multi-Asset Fund Investor Class | 77 | — | Dec 2019 | RDMIX vs REMIX |
Top Performing RDMIX Alternatives (YTD)
RDMIX is at 14.03% YTD. There is 1 mutual fund in the Macro Trading category with a higher YTD return, going as high as 17.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Investor Class | 17.03% | — | Dec 2019 | RDMIX vs REMIX | |
| Catalyst/Millburn Hedge Strategy Fund | 13.56% | — | Dec 2015 | RDMIX vs MBXAX | |
| JHancock Diversified Macro Fund | 11.90% | — | Jul 2019 | RDMIX vs JDJIX | |
| Campbell Systematic Macro Fund Class I Shares | 10.04% | — | Mar 2013 | RDMIX vs EBSIX | |
| Campbell Systematic Macro Fund Class A Shares | 9.96% | — | Mar 2013 | RDMIX vs EBSAX |
Lowest Volatility Alternatives to RDMIX
RDMIX has 10.96% 1-year volatility. There are 14 mutual funds in the Macro Trading category with lower 1-year volatility, going as low as 3.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 3.14% | — | Oct 1990 | RDMIX vs CGFIX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.55% | — | Dec 2012 | RDMIX vs EGRAX | |
| MFS Global Alternative Strategy Fund | 3.56% | — | Dec 2007 | RDMIX vs DVRIX | |
| Dunham Dynamic Macro Fund | 4.04% | — | Apr 2010 | RDMIX vs DNAVX | |
| OnTrack Core Fund | 4.14% | — | Jan 2013 | RDMIX vs OTRFX |
Lowest Drawdown Alternatives to RDMIX
RDMIX has a 1-year max drawdown of -6.10%. There are 15 mutual funds in the Macro Trading category with shallower 1-year drawdowns, going as shallow as -2.13%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Dynamic Macro Fund | -2.13% | — | Apr 2010 | RDMIX vs DNAVX | |
| abrdn Global Absolute Return Strategies Fund | -2.78% | — | Oct 1990 | RDMIX vs CGFIX | |
| OnTrack Core Fund | -3.02% | — | Jan 2013 | RDMIX vs OTRFX | |
| BlackRock Tactical Opportunities Fund | -3.04% | — | Dec 1988 | RDMIX vs PCBAX | |
| MFS Global Alternative Strategy Fund | -3.08% | — | Dec 2007 | RDMIX vs DVRIX |
Other Mutual Funds from Rational Funds
The 4 most viewed Rational Funds mutual funds shown here include RFXIX, HRSTX, PBXIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rational Special Situations Income Fund | Multisector Bonds | 97 | 1.67% | — | Jul 2019 | RDMIX vs RFXIX | |
| Rational Tactical Return Fund | Options Trading | 80 | 5.82% | — | Apr 2007 | RDMIX vs HRSTX | |
| Rational/Pier 88 Convertible Securities Fund | Convertible Bonds | 39 | 8.66% | — | Dec 2019 | RDMIX vs PBXIX | |
| Rational Equity Armor Fund | Large Cap Value Equities | 55 | 10.89% | — | Feb 2001 | RDMIX vs HDCTX |
Often Compared With RDMIX
Investors most often compare RDMIX with RSST, PRPFX, RSBT. These 8 comparison targets span 7 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Return Stacked U.S. Stocks & Managed Futures ETF | Large Cap Blend Equities | 78 | 21.75% | 469.45M | Sep 2023 | RDMIX vs RSST | |
| Permanent Portfolio Permanent Portfolio | Diversified Portfolio | 43 | 6.75% | — | Nov 1982 | RDMIX vs PRPFX | |
| Return Stacked Bonds & Managed Futures ETF | Nontraditional Bonds | 64 | 10.27% | 97.11M | Feb 2023 | RDMIX vs RSBT | |
| State Street SPDR S&P 500 ETF | S&P 500 | 74 | 11.33% | 781.00B | Jan 1993 | RDMIX vs SPY | |
| Dynamic Alpha Macro Fund Institutional | Macro Trading | 35 | 7.54% | — | Jul 2023 | RDMIX vs DYMIX | |
| Grant Park Multi Alternative Strategies Fund | Macro Trading | 49 | 5.53% | — | Dec 2013 | RDMIX vs GPAIX | |
| Gabelli Utilities Fund | Utilities Equities | 25 | 6.64% | — | Aug 1999 | RDMIX vs GABUX | |
| BlackRock Global Equity Market Neutral Fund | Equity Market Neutral | 91 | 12.42% | — | Dec 2012 | RDMIX vs BDMAX |
Compare RDMIX with Any Fund or Stock
Compare RDMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RDMIX with funds that move differently
Rational/ReSolve Adaptive Asset Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RDMIX.
Explore RDMIX Diversifiers