HDCTX

ActiveMin. $1M

Rational Equity Armor Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.61%
Annual Cost per $10K
$161.00
30-Year Fee Drag per $10K
$27,819
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+12.28%

Asset Allocation

US Equity
93%
Intl Equity
6%
Cash
1%

Fee Comparison

HDCTX
1.61%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

52% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+26.57%3Y
Compare to

Fee Impact Calculator

$
%
HDCTX at 1.61%$241,519
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$139,093
Cost vs index fund−$135,905

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Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
HDCTXRational Equity Armor Fund1.61%
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FBCCXFidelity Blue Chip Growth Fund0.97%
CDIRXColumbia Dividend Income Fund1.15%
QCGRFXCollege Retirement Equities Fund - Growth Account
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
OIEFXJPMorgan Equity Income Fund0.95%
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
MFEGXMFS Growth Fund0.83%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
JMUEXJPMorgan U.S. Equity Fund0.94%
FRDRXFranklin Rising Dividends Fund1.08%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
FOCKXFidelity OTC Portfolio1.05%
HRCAXHarbor Capital Appreciation Fund0.92%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
AULRXUltra Fund1.39%
JGACXJPMorgan Growth Advantage Fund0.99%
FDNRXFranklin Dynatech Fund1.07%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
APGCXAB LARGE CAP GROWTH FUND INC1.57%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
JENIXThe Jensen Quality Growth Fund Inc1.26%
GETGXVictory Sycamore Established Value Fund0.89%
RRFDXT. Rowe Price Equity Income Fund1.25%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
TCRAXGrowth Fund1.14%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
JDVFXDisciplined Value Fund1.71%
SBLGXClearBridge Large Cap Growth Fund1.01%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
FRGSXFranklin Growth Fund1.54%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
CCIFXColumbia Seligman Technology and Information Fund0.91%
FLMVXJPMorgan Mid Cap Value Fund1.09%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
JSECXJPMorgan Small Cap Equity Fund1.24%
PGORXPutnam Large Cap Growth Fund0.93%
GTECXGateway Fund1.70%
ERSMXEaton Vance Atlanta Capital SMID-Cap Fund1.37%
PBCJXBlue Chip Fund0.92%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
ESPAXAllspring Special Small Cap Value Fund1.17%
BPTUXBaron Partners Fund1.99%
PLFMXLargeCap S&P 500 Index Fund1.29%
JGAQXJPMorgan Value Advantage Fund0.99%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
MFRBXMFS Research Fund1.52%
LCBVXClearBridge Large Cap Value Fund1.40%
FRURXFranklin Utilities Fund1.06%
HGIRXHARTFORD CORE EQUITY FUND1.08%
PLCGXLargeCap Growth Fund I0.94%
RETSXTax-Managed U.S. Large Cap Fund0.91%
SHAPXClearBridge Appreciation Fund0.91%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
EPGCXFidelity Advisor Equity Growth Fund1.67%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
DCCAXMacquarie Small Cap Core Fund1.06%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
TWHIXHeritage Fund1.00%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
DEVLXMacquarie Small Cap Value Fund1.10%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
ILGRXMacquarie Large Cap Growth Fund0.89%
SDGAXDWS Capital Growth Fund1.30%
JGAVXJPMorgan U.S. Value Fund0.94%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
PABVXMidCap Value Fund I1.19%
DAGVXBNY Mellon Dynamic Value Fund0.93%
HAGCXCarillon Eagle Mid Cap Growth Fund1.71%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
POLRXPolen Growth Fund1.22%
LMPFXClearBridge Growth Fund1.13%
MEFAXMassMutual Mid Cap Growth Fund1.11%
ASERXSelect Fund1.40%
FFECXNuveen Dividend Value Fund1.70%
BSCUXBARON SMALL CAP FUND1.05%
BARUXBARON ASSET FUND1.04%
CSIEXCalvert Equity Fund0.90%
CGWRXColumbia Cornerstone Growth Fund0.97%
LGLAXLord Abbett Growth Leaders Fund0.90%
FGRAXFranklin Growth Opportunities Fund0.94%
AQEAXColumbia Disciplined Core Fund0.94%
AVPAXAmerican Beacon Small Cap Value Fund1.15%
SCDGXDWS Core Equity Fund1.24%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
ASMMXInvesco Summit Fund1.23%
VVIPXVoya VACS Index Series S Portfolio
SVFIXSmead Value Fund0.90%
CVGCXCalamos Growth Fund1.29%
TAGRXFundamental Large Cap Core Fund1.02%
FTLSFirst Trust Long/Short Equity ETF1.38%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
AFDRXLarge Cap Equity Fund1.29%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
LAMCXLord Abbett Dividend Growth Fund1.64%

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