Back in Dec-2017, HRSTX
instituted a strategy change. The results since then have been quite consistent, with 93% positive monthly returns since then. The worst monthly drawdown was -1.21%. The annual Return %'s are somewhat bond-like.
The Fund seeks to achieve its investment objective in three ways:
(1) Premium Collection – the Fund collects premiums on options it sells.
(2) Volatility Trading – the Fund may enter into positions designed to hedge or profit from either an increase or
a decrease in index volatility.
(3) Trend Following – the Fund may increase or decrease the balance of puts and calls based on trending market direction.Factsheet link: http://rationalmf.com/wp-content/uploads/funds/factsheets/Rational_Tactical_Return_Fund.pdf
The institutional version (HRSTX) is available at Fido, but with a TF.
Any comments/opinions on this fund are appreciated. Its one of the least volatile funds I've seen.