About HDCAX
Rational Equity Armor Fund Class A is an open-end mutual fund focused on total return, with a significant emphasis on dividend income. The fund primarily invests in common stocks of dividend-paying companies included in the S&P 500 Index, providing exposure to a broad cross-section of large-cap U.S. equities. In addition to these core holdings, the fund may allocate up to 20% of its assets to futures contracts on the Cboe Volatility Index (VIX) and related instruments, as well as cash and equivalents, to serve as a volatility hedge against its equity positions. The portfolio construction leverages a rules-based, quantitative approach based on a wide array of macroeconomic, monetary, interest rate, and international factors, aiming to identify stocks with strong return potential and low volatility. This dual approach, combining dividend-focused stock selection with a volatility hedging overlay, positions the fund uniquely in the marketplace for investors seeking a balance between income, capital appreciation, and downside risk mitigation within the U.S. equity market landscape.
Fund Family Rational Funds
Category Options Trading
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HDCAX
Share Class Class A Shares
Index S&P 500 Value Total Return Index
HDCAX had a total return of 21.16% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.45%.
