Rational Defensive is trading at 66.26 as of the 2nd of December 2025; that is 0.29 percent down since the beginning of the trading day. The fund's open price was 66.45. Rational Defensive has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2025 and ending today, the 2nd of December 2025. Click here to learn more.
The fund pursues its investment objective by investing primarily in the stocks of companies with the 25 to 50 most attractive and leading brands, from a fundamental and technical perspective, contained in the Alpha Brands Consumer Spending Index . The index tracks the performance of 200 highly recognizable and relevant U.S. More on Rational Defensive Growth
Rational Defensive Growth [HSUTX] is traded in USA and was established 2nd of December 2025. Rational Defensive is listed under Rational Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Rational Funds family. This fund currently has accumulated 67.49 M in assets under management (AUM) with no minimum investment requirementsRational Defensive Growth is currently producing year-to-date (YTD) return of 4.21%, while the total return for the last 3 years was 20.51%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Rational Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Rational Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Rational Defensive Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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Other Information on Investing in Rational Mutual Fund
Rational Defensive financial ratios help investors to determine whether Rational Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rational with respect to the benefits of owning Rational Defensive security.