HUNTINGTON, N.Y.–(BUSINESS WIRE)– Rational Funds, a family of funds rooted in the investment philosophy of applying a rational approach to investing, announced today the Rational Defensive Growth Fund will now be the Rational Dynamic Brands Fund (Tickers: HSUAX, HSUCX, HSUTX). HSUTX is sub-advised by Accuvest Global Advisors.
The Fund’s investment objective is balanced between achieving attractive upside returns and managing downside risks. The Fund pursues its investment objective by investing in a focused group (25-50 holdings) of the most attractive brands contained in the Alpha Brands Consumer Spending Index (the “Index”). The Index tracks the performance of 200 highly recognizable and relevant U.S. and foreign brands with a business to consumer and business to business focus. The Funds top ten holdings include Amazon (AMZN), Home Depot (HD), Activision Blizzard (ATVI), Monster Energy (MNST), Nestle (NESN), JPMorgan Chase (JPM), Cisco Systems (CSCO), Microsoft (MSFT), Apple (AAPL), and Sherwin Williams (SHW).
“The Household Consumption component ($12 trillion) represents roughly 70% of total economic output. The consumer, via household spending, has been the primary driver of economic growth for over half a century. Brand loyalty and demographic trends drive customer behavior,” said Eric Clark, Portfolio Manager of HSUTX. “We believe if consumption drives the economy, the most powerful brands should be driving your investment portfolio.”
“We are partnering with Accuvest Global Advisors because of a shared sense of purpose in delivering what we believe to be distinct and rational products to the market,” commented Jerry Szilagyi, CEO of Rational Funds.
For more information on the Fund and on Rational Funds, please visit: www.rationalmf.com or call (800) 253-0412.
About Rational Funds
Rational Funds is a family of funds rooted in the investment philosophy of applying a rational approach to investing. Rational Funds currently offers seven mutual fund products, which employ rigorous research backed by sound academic theory, and a disciplined and systematic investment approach. The funds strive to deliver superior risk-adjusted returns, at the apex of successful modern portfolio strategies for today’s investor. For more information on Rational Funds and its mutual fund products, please visit: www.rationalmf.com.
Holdings are subject to change and should not be considered investment advice. As of 10/30/2017, the Fund holds 5.0% in Amazon, 4.8% in Home Depot, 4.6% in Activision Blizzard, 4.6% in Monster Energy, 4.5% in Nestle, 4.3% in JPMorgan Chase, 4.0% in Cisco System, 3.9% in Microsoft, 3.8% in Apple, and 3.8% in Sherwin Williams.
Past performance does not guarantee future results.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Rational Funds. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling (800) 253-0412 or at www.RationalMF.com. The prospectus should be read carefully before investing. The Rational Funds are distributed by Northern Lights Distributors, LLC member FINRA/SIPC. Rational Advisors, Inc. is not affiliated with Northern Lights Distributors, LLC.
Investing in the Fund carries certain risks. The value of the Fund may decrease in response to the activities and financial prospects of an individual security in the Fund’s portfolio. These factors may affect the value of your investment. Investments in international markets present special risks including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxations and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investment in emerging markets. Emerging market securities tend to be more volatile and less liquid than securities traded in developed countries.