Rational Tactical Return Fund Receives Two Investors Choice Awards 2020: Americas Top Performers Winners

Rational Funds, a line-up of innovative strategies designed to support financial advisors and their clients is proud to announce that the Rational Tactical Return Fund (HRSAX, HRSFX, HRSTX) has been recognized as a Top Performer for the 2020 Investors Choice Awards. The annual Investors Choice Awards honor investment managers that have achieved outstanding risk adjusted absolute returns. HRSTX has been acknowledged for outstanding investment management in the North American Equity Fund – Long Term Performance and North American Equity Fund categories. The Rational Tactical Return Fund is an alternative, non-correlated fund to the S&P 500 and has historically performed well during times of market volatility. The Fund invests primarily in long and short call and put options on futures contracts on the S&P 500 Index. These trades are done in a very short time frame, typically less than two weeks to expiration, and the strategy employs disciplined risk management.

Important Risk Disclosures:

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. There are risks associated with the sale and purchase of call and put options. As the buyer of a put option, the Fund assumes the risk of a rise in the market price of the underlying security above the exercise price of the option which will cause a loss of the premium paid for the option. As a seller (writer) of a put option, the Fund will lose money if the value of the security falls below the strike price. The Fund may experience losses that exceed those experienced by funds that do not use futures contracts, options and hedging strategies.

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.

Awards Methodology

All funds reporting to Allocator.com are considered for the awards.

There are two types of awards:

  1. The Top Performer Awards — these are granted to the select few funds, which have outperformed their wider peer group in each category. Winners are determined purely based on quantitative risk adjusted returns. For 2020 we have extended the time period under consideration to evaluate how managers navigated both 2019 and the Covid-19 related market turbulence in early 2020. The 2020 Top Performer award winners will be chosen based on absolute returns from January 1, 2019 to April 30, 2020. The Long-Term categories consider returns from January 2017 to April 2020.
  2. The Investors Choice’ Awards —For each category, the fund, which receives the highest qualitative scoring by the judges receives the prestigious award. Institutional investors from around the world score the Top Performers on a range of qualitative criteria including investment processes, risk framework, transparency, team, and ability to generate alpha. The judges review manager profiles on the Allocator.com portal and independently assign a score from 1 to 10 in each of the qualitative assessment areas for each fund.



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