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Rational Equity Armor Fund Instl (HDCTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.57+0.08 (+0.94%)
As of 08:05AM EDT. Market open.

Rational Equity Armor Fund Instl

Huntington, NY 11743

36 North New York Avenue

Rational Funds

1-800-253-0412
Management Information
,Lead Manager since December 12, 2019
Joseph Tigay, Chief Trading Officer and Portfolio Manager of Equity Armor since 2011, has served as a Portfolio Manager since 2019. He is also a Member of Tremis, LLC, a Cryptocurrency mining and trading operations firm, since 2017 and a Member and Investment Adviser Representative of Equity Armor Advisers, LLC. Prior to founding Equity Armor in 2011, Mr. Tigay served as a Floor Trader, Market Maker and Clerk for Stutland Equities, LLC (2005 to 2011). Mr. Tigay earned his Bachelor of Business Administration from Eastern Michigan University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryOptions Trading
Fund FamilyRational Funds
Net Assets31.15M
YTD Return2.44%
Yield0.02%
Morningstar Rating★★
Inception DateFeb 27, 2001

Fund Operations

Last Dividend0.01
Last Cap Gain-3.00
Holdings Turnover580.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHDCTXCategory Average
Annual Report Expense Ratio (net)1.48%1.20%
Prospectus Net Expense Ratio1.48%N/A
Prospectus Gross Expense Ratio1.48%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.52%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A