Mutual Funds

Rational Funds

Exchange Hours Website
9:30 - 15:59 ET www.rationalmf.com


Native to Exchange Simulated by IB
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Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
RATIONAL DYNAMIC BRANDS FUND A HSUAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
RATIONAL DYNAMIC BRANDS FUND INST HSUTX USD 1,000 USD 1,000 N/A No Load INSTITUTIONAL No
RATIONAL EQUITY ARMOR FUND - CLASS A HDCAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
RATIONAL EQUITY ARMOR FUND - CLASS C HDCEX USD 1,000 USD 1,000 N/A Level Load CLASS C No
RATIONAL EQUITY ARMOR FUND - INST HDCTX USD 1,000 USD 1,000 N/A No Load INSTITUTIONAL No
RATIONAL/RESOLVE ADP ASSET ALLOCTION A RDMAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
RATIONAL/RESOLVE ADP ASSET ALLOCTION I RDMIX USD 1,000 USD 1,000 N/A No Load INSTITUTIONAL No
RATIONAL HEDGED RETURN FUND A HRSAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
RATIONAL HEDGED RETURN FUND I HRSTX USD 1,000 USD 1,000 N/A No Load INSTITUTIONAL No
RATIONAL STRATEGIC ALLOCATION FUND C RHSCX USD 1,000 USD 1,000 N/A Level Load CLASS C No
RATIONAL STRATEGIC ALLOCATION FUND INST RHSIX USD 1,000 USD 1,000 N/A No Load INSTITUTIONAL No
RATIONAL INCOME OPPORTUNITIES FUND RTFIX USD 1,000 USD 1,000 N/A N/A I Yes
RATIONAL SPECIAL SITUATIONS INCOME A RFXAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
RATIONAL SPECIAL SITUATIONS INCOME C RFXCX USD 1,000 USD 1,000 N/A Level Load CLASS C No
RATIONAL SPECIAL SITUATIONS INCOME I RFXIX USD 1,000 USD 1,000 N/A No Load INSTITUTIONAL Yes
RATIONAL/PIER 88 CONVERTIBLE SEC C PBXCX USD 1,000 USD 1,000 N/A Level Load CLASS C No
RATIONAL/PIER 88 CONVERTIBLE SEC I PBXIX USD 1,000 USD 1,000 N/A No Load INSTITUTIONAL Yes
RATIONAL REAL ASSETS CLASS A IGOAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
RATIONAL REAL ASSETS CLASS C IGOCX USD 1,000 USD 1,000 N/A Level Load CLASS C No
RATIONAL REAL ASSETS INSTIT CLASS IGOIX USD 1,000 USD 1,000 N/A No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.