Rational/RGN Hedged Equity Fund Institutional Class
RNEIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
There are no holdings to display.
Similar Funds
Performance
Beta
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7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
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2-Year Total Return
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3-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Rational Funds
Manager/Tenure
(Years)
(Years)
Brian Duda (0), Roy G. Niederhoffer (0), Paul Shen (0), 1 other
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 long-term capital appreciation. The fund aims to provide a higher return, lower-risk alternative with minimal tracking error to a long-only S&P 500 Index. It aims to achieve its investment objective by combining two complementary investment strategies: 1) a long-only equity portfolio designed to approximate the performance of the S&P 500 Index, and 2) an overlay component designed to reduce risk and enhance return that makes investments in futures, forwards, options contracts and foreign currency via Foreign Exchange. The fund is non-diversified.
