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Nasdaq - Delayed Quote USD

Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund (NUXAX)

6.58
0.00
(0.00%)
At close: December 22 at 8:00:38 PM EST

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
0.5
Min Initial Investment, AIP
--
Min Subsequent Investment
50
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • TD Ameritrade Institutional NTF
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • LPL Brokerage Availability - 6.18.2020

Fund Summary

The investment seeks long-term capital appreciation. The fund invests in a portfolio of equity securities in combination with long and short positions in commodities and financial futures. Its investments in the Futures Component will result in economic leverage, which means the sum of the fund’s investment exposures through the Futures Component may significantly exceed the amount of assets invested in the Futures Component, although these exposures may vary over time. The fund is non-diversified.

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Rational Funds
Net Assets 11.81M
YTD Return -46.37%
Yield 0.61%
Morningstar Rating --
Inception Date Feb 28, 2018

Performance & Risk

YTD Return 5.30%
5y Average Return 0.00%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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