Morningstar

Rational Funds Mutual Funds

View all of Rational Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Rational Funds Funds List

Share Class Type

1 to 25 of 27 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Rational/Pier 88 Convertible Secs InstlPBXIXConvertibles8.02%491.000%HighInstitutional$1,000
Rational Special Situations Income ARFXAXMultisector Bond—7.16%312.010%HighFront Load$1,000
Rational Special Situations Income CRFXCXMultisector Bond—6.54%452.760%HighLevel Load$1,000
Rational Special Situations Income InstlRFXIXMultisector Bond—7.35%231.760%HighInstitutional$1,000
Rational/Pier 88 Convertible Secs APBXAXConvertibles7.83%511.250%Above AverageFront Load$1,000
Rational/Pier 88 Convertible Secs CPBXCXConvertibles7.28%792.000%HighLevel Load$1,000
Rational Real Assets Fund Class AIGOAXModerate Allocation14.61%151.490%HighFront Load$1,000
Rational Real Assets Fund Class CIGOCXModerate Allocation13.98%212.240%HighLevel Load$1,000
Rational Real Assets Fund Class IIGOIXModerate Allocation14.94%121.240%HighInstitutional$1,000
Rational Dynamic Brands AHSUAXLarge Growth19.47%691.490%HighFront Load$1,000
Rational Dynamic Brands CHSUCXLarge Growth18.82%732.230%HighLevel Load$1,000
Rational Dynamic Brands InstlHSUTXLarge Growth19.68%671.240%HighInstitutional$1,000
Rational Equity Armor Fund AHDCAXOptions Trading15.32%181.600%Above AverageFront Load$1,000
Rational Equity Armor Fund CHDCEXOptions Trading14.80%252.290%AverageLevel Load$1,000
Rational Equity Armor Fund InstlHDCTXOptions Trading15.51%171.330%Above AverageInstitutional$1,000
Rational Strategic Allocation ARHSAXModerately Conservative Allocation15.86%21.660%HighFront Load$1,000
Rational Strategic Allocation InstlRHSIXModerately Conservative Allocation16.17%21.410%HighInstitutional$1,000
Rational Tactical Return InstlHRSTXOptions Trading—2.31%952.010%HighInstitutional$1,000
Rational/ReSolve Adaptive Asset Allc ARDMAXMacro Trading—9.11%182.250%HighFront Load$1,000
Rational/ReSolve Adaptive Asset Allc IRDMIXMacro Trading—9.37%122.000%HighInstitutional$1,000
Rational Strategic Allocation CRHSCXModerately Conservative Allocation15.17%32.410%HighLevel Load$1,000
Rational Tactical Return AHRSAXOptions Trading—2.13%982.260%HighFront Load$1,000
Rational Tactical Return CHRSFXOptions Trading—1.60%1003.010%HighLevel Load$1,000
Rational/ReSolve Adaptive Asset Allc CRDMCXMacro Trading—8.47%243.000%HighLevel Load$1,000
Rational/RGN Hedged Equity ARNEAXOptions Trading————2.330%HighFront Load$1,000

Rational Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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