Rational Dynamic Brands Fund Institutional Class

HSUTX · NASDAQ

Market closed$61.20$-1.48 (-2.36%)

Key statistics

Previous close$62.68

Open$61.20

Day high$61.20

Day low$61.20

52-week high$71.41

52-week low$56.93

Market cap50.57M

Volume—

Average volume—

P/E ratio30.79

Forward P/E—

EPS1.99

Dividend yield0.00%

Market context

Why it moved

HSUTX declined today likely due to broad sector selling pressure and reduced investor appetite for utility-focused funds, as no specific catalysts were identified to support the prior price level.

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What is happening

Recent company-specific developments and publisher coverage.

No recent company-specific updates are available.

Peers

S&P 500SPX · $7,457.69-1.01%

Black Oak Emerging Technology FundBOGSX · $10.94-1.35%

ProFunds Consumer Discretionary UltraSector Fund Service ClassCYPSX · $56.34-2.48%

The European Equity Fund, Inc.EEA · $10.83-0.91%

Clough Global Dividend and Income FundGLV · $6.450.00%

Plumb Balanced FundPLBBX · $40.32-0.69%

Sit BalancedSIBAX · $40.14-0.89%

T. Rowe Price Equity Income FundTCELX · $17.20-4.07%

T. Rowe Price Target Retirement 2010 FundTRROX · $12.02-0.25%

Company profile

The Rational Dynamic Brands Fund Institutional Class (HSUTX) is an actively managed, open-end mutual fund domiciled in the United States that seeks long-term capital appreciation by investing in a focused portfolio of 25 to 50 companies with the most attractive and leading brands, as identified through a combination of fundamental and technical analysis, within the Alpha Brands Consumer Spending Index. The Index tracks 200 highly recognizable U.S. and foreign brands across both business-to-consumer and business-to-business segments, with the fund's strategy rooted in the premise that approximately 70% of U.S. GDP is driven by household consumption, making brand loyalty, demographics, and income trends key drivers of investment selection. Sub-advised by Accuvest Global Advisors and managed by David Garff, Eric Clark, and James Calhoun, CFA, the fund is classified in the Large Growth Morningstar category and maintains flexibility to hold up to 40% in cash or risk-mitigating ETFs to manage downside exposure. With a market capitalization of approximately $54 million and a net expense ratio of 1.19%, HSUTX is listed on NASDAQ and has been available to U.S. investors since its inception in September 2002.

Symbol: HSUTX
Exchange: NASDAQ
Sector: Financial Services
Industry: Asset Management
CEO: G. Rusty Johnson
Employees: 0
Country: US
IPO date: 2002-10-01
Website: hlmnet.com

Analyst consensus

hold

0 ratings

Low$0.00Average$0.00High$0.00