About HSUTX
Rational Dynamic Brands Fund Institutional Class is a mutual fund focused on achieving long-term capital appreciation through a concentrated portfolio of leading global consumer brands. The fund primarily invests in a select group of 25 to 50 companies recognized for their strong consumer appeal, brand loyalty, and influence on worldwide spending patterns. It leverages the Alpha Brands Consumer Spending Index as a reference for security selection, utilizing both fundamental and technical analysis to identify companies with robust brand equity and growth potential. The portfolio is heavily weighted toward large-cap growth stocks across sectors such as consumer cyclical, consumer defensive, technology, and financial services, with holdings commonly including renowned brands like Amazon, Walmart, Apple, and LVMH. The fund is managed by Rational Advisors, Inc., with a risk-managed approach designed to capture the value generated by global household consumption, which represents a significant portion of economic activity. This institutional share class is aimed at investors seeking diversified exposure to top-tier branded companies driving consumer trends and economic growth worldwide.
Fund Family Rational Funds
Category Large-Cap Growth
Performance Rating Low
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol HSUTX
Share Class Institutional Shares
Index S&P 500 TR
HSUTX had a total return of -8.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.81%.
