Rational Tactical Return Fund Class A
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NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Rational Funds
Manager/Tenure
(Years)
(Years)
Mark W. Adams (7), Scott C. Kimple (7)
Website
Address
Rational Funds
New York NY - 11743
New York NY - 11743
Country
United States
Phone Number
800-253-0412
Investment Strategy
The investment seeks total return consisting of long-term capital appreciation and income. The fund invests primarily in long and short call and put options on futures contracts on the Standard & Poor's 500 Index, and in cash, and cash equivalents. It achieves its investment objective in three ways: (1) Premium Collection - the fund collects premiums on options it sells; (2) Volatility Trading - the fund may enter into positions designed to hedge or profit from either an increase or a decrease in index volatility; and (3) Trend following - the fund may increase or decrease the balance of puts and calls based on trending market direction.