Rational Strategic Allocation Fund Quote
| RHSAX Fund | USD 9.12 0.01 0.11% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Rational Strategic is trading at 9.12 as of the 30th of April 2024; that is -0.11 percent decrease since the beginning of the trading day. The fund's open price was 9.13. Rational Strategic has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Rational Strategic Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of March 2024 and ending today, the 30th of April 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing in a portfolio of futures contracts on the SP 500 Index and in income-oriented securities. Under normal market conditions, the Advisor intends to invest in a portfolio of underlying funds, excluding cash and cash equivalents required for margin or collateral, while also maintaining notional exposure to the index through its investments in futures contracts, which are intended to provide the fund with economic exposure to U.S. More on Rational Strategic Allocation
Moving together with Rational Mutual Fund
| 0.62 | RDMAX | Rational Dynamic Momentum | PairCorr |
| 0.62 | RDMIX | Rational Dynamic Momentum | PairCorr |
| 0.62 | RDMCX | Rational Dynamic Momentum | PairCorr |
| 0.91 | RFXIX | Rational Special Sit | PairCorr |
| 0.92 | RFXCX | Rational Special Sit | PairCorr |
| 0.91 | RFXAX | Rational Special Sit | PairCorr |
| 0.78 | HRSTX | Rational Real Strategies | PairCorr |
Rational Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Rational Strategic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Rational Strategic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Update Date | 31st of March 2024 |
Rational Strategic Allocation [RHSAX] is traded in USA and was established 30th of April 2024. Rational Strategic is listed under Rational Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Rational Funds family. The entity is thematically classified as Large Blend Funds. Rational Strategic at this time has accumulated 10.19 M in assets with no minimum investment requirements with the current yeild of 0.03%.
Check Rational Strategic Probability Of Bankruptcy
Rational Strategic Target Price Odds Analysis
Based on a normal probability distribution, the odds of Rational Strategic jumping above the current price in 90 days from now is about 26.14%. The Rational Strategic Allocation probability density function shows the probability of Rational Strategic mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.4374 indicating as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Rational Strategic will likely underperform. Additionally, rational Strategic Allocation has an alpha of 0.0386, implying that it can generate a 0.0386 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Rational Strategic to move above the current price in 90 days from now is about 26.14 (This Rational Strategic Allocation probability density function shows the probability of Rational Mutual Fund to fall within a particular range of prices over 90 days) .
Rational Strategic Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Rational Strategic market risk premium is the additional return an investor will receive from holding Rational Strategic long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Rational Strategic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Rational Strategic's alpha and beta are two of the key measurements used to evaluate Rational Strategic's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.9697 | |||
| Semi Deviation | 0.8667 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.41 |
Rational Strategic Against Markets
Picking the right benchmark for Rational Strategic mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Rational Strategic mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Rational Strategic is critical whether you are bullish or bearish towards Rational Strategic Allocation at a given time. Please also check how Rational Strategic's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Rational Strategic without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Rational Mutual Fund?
Before investing in Rational Strategic, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Rational Strategic. To buy Rational Strategic fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Rational Strategic. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Rational Strategic fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Rational Strategic Allocation fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Rational Strategic Allocation fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Rational Strategic Allocation, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Rational Strategic Allocation?
The danger of trading Rational Strategic Allocation is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Rational Strategic is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Rational Strategic. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Rational Strategic is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Rational Strategic Allocation. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Rational Strategic information on this page should be used as a complementary analysis to other Rational Strategic's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.