Morningstar

Rational Funds Mutual Funds

View all of Rational Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Rational Funds Mutual Funds List

1 to 24 of 24 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Rational Special Situations Income Fund Class C SharesRFXCXNontraditional Bond—2.35%242.720%Above AverageLevel Load$1,000
Rational Special Situations Income Fund Class A SharesRFXAXNontraditional Bond—2.91%162.020%HighFront Load$1,000
Rational Special Situations Income Fund Institutional SharesRFXIXNontraditional Bond—3.15%121.770%HighInstitutional$1,000
Rational Equity Armor Fund Class AHDCAXEquity Hedged
8.59%441.670%AverageFront Load$1,000
Rational Equity Armor Fund InstitutionalHDCTXEquity Hedged
8.85%411.410%AverageInstitutional$1,000
Rational Premium Income Fund Class AHRSAXEquity Hedged—8.79%412.280%HighFront Load$1,000
Rational Equity Armor Fund Class CHDCEXEquity Hedged
8.04%522.380%Above AverageLevel Load$1,000
Rational/Pier 88 Convertible Securities Fund Institutional SharesPBXIXConvertibles
7.18%761.000%HighInstitutional$1,000
Rational Premium Income Fund Class InstitutionalHRSTXEquity Hedged—9.04%382.030%HighInstitutional$1,000
Rational Premium Income Fund Class CHRSFXEquity Hedged—8.13%493.030%HighLevel Load$1,000
Rational/Pier 88 Convertible Securities Fund Class C SharesPBXCXConvertibles
6.36%892.000%HighLevel Load$1,000
Rational/Pier 88 Convertible Securities Fund Class A SharesPBXAXConvertibles
6.98%811.250%Above AverageFront Load$1,000
Rational Dynamic Brands Fund Class AHSUAXLarge Growth
−7.61%991.430%HighFront Load$1,000
Rational Dynamic Brands Fund Institutional ClassHSUTXLarge Growth
−7.43%991.060%HighInstitutional$1,000
Rational Dynamic Brands Fund Class CHSUCXLarge Growth
−8.17%1002.120%HighLevel Load$1,000
Rational Strategic Allocation Fund Class CRHSCXMulti-Asset Overlay——11.42%—3.030%Above AverageLevel Load$1,000
Rational Strategic Allocation Fund Class ARHSAXMulti-Asset Overlay——12.17%—2.280%Above AverageFront Load$1,000
Rational Strategic Allocation Fund Class InstitutionalRHSIXMulti-Asset Overlay——12.39%—2.030%Above AverageInstitutional$1,000
Rational/RGN Hedged Equity Fund Class CRNECXEquity Hedged—
18.25%13.040%HighLevel Load$1,000
Rational/RGN Hedged Equity Fund Class ARNEAXEquity Hedged—
18.80%12.290%HighFront Load$1,000
Return Stacked Balanced Allocation & Systematic Macro Fund Class CRDMCXMulti-Asset Overlay——11.54%—3.020%AverageLevel Load$1,000
Rational/RGN Hedged Equity Fund Institutional ClassRNEIXEquity Hedged—
19.27%12.040%HighInstitutional$1,000
Return Stacked Balanced Allocation & Systematic Macro Fund Class ARDMAXMulti-Asset Overlay——12.22%—2.270%AverageFront Load$1,000
Return Stacked Balanced Allocation & Systematic Macro Fund Class IRDMIXMulti-Asset Overlay——12.47%—2.020%AverageInstitutional$1,000

Rational Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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