RHSCX

Active

Rational Strategic Allocation Fund

Category: US Equity (9,528 funds)

Expense Ratio
2.91%
Annual Cost per $10K
$291.00
30-Year Fee Drag per $10K
$42,836
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+11.15%

Asset Allocation

US Equity
96%
US Bond
4%

Fee Comparison

RHSCX
2.91%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

175% more expensive than category average

Historical Returns

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

+50.73%3Y
Compare to

Fee Impact Calculator

$
%
RHSCX at 2.91%$166,433
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$214,179
Cost vs index fund−$210,991

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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
RHSCXRational Strategic Allocation Fund2.91%
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RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
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ABPRXAB LARGE CAP GROWTH FUND INC1.22%
FRDTXFranklin Rising Dividends Fund1.58%
GTECXGateway Fund1.70%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
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EGFSXEdgewood Growth Fund1.25%
SSICXOcean Park Tactical Core Income Fund2.05%
RRTCXT. Rowe Price Retirement 2030 Fund1.06%
TWUAXUltra Fund1.14%
RRTDXT. Rowe Price Retirement 2040 Fund1.10%
BPTUXBaron Partners Fund1.99%
VVIMXVoya VACS Index Series MC Portfolio
RRTPXT. Rowe Price Retirement 2035 Fund1.09%
AMZAInfraCap MLP ETF2.75%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
CSECXCalvert Equity Fund1.65%
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RRTRXT. Rowe Price Retirement 2045 Fund1.11%
RRTFXT. Rowe Price Retirement 2050 Fund1.13%
FFECXNuveen Dividend Value Fund1.70%
HCMNXHCM Sector Plus Fund1.97%
TCRAXGrowth Fund1.14%
JDVFXDisciplined Value Fund1.71%
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EAASXEaton Vance Atlanta Capital SMID-Cap Fund1.12%
HDGRXTHE HARTFORD DIVIDEND AND GROWTH FUND1.34%
ASVCXAmerican Beacon Small Cap Value Fund1.96%
PFFAVirtus InfraCap U.S. Preferred Stock ETF2.48%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
PLFMXLargeCap S&P 500 Index Fund1.29%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
FLMVXJPMorgan Mid Cap Value Fund1.09%
LMPLXClearBridge Large Cap Growth Fund1.33%
MLINXNYLI Winslow Large Cap Growth Fund1.13%
KCVVXKnights of Columbus Large Cap Value Fund
OSPAXInvesco SteelPath MLP Alpha Fund2.08%
KCGVXKnights of Columbus Large Cap Growth Fund
JENIXThe Jensen Quality Growth Fund Inc1.26%
TWQCXTransamerica Large Cap Value1.76%
RRTVXT. Rowe Price Retirement 2055 Fund1.14%
RRTBXT. Rowe Price Retirement 2020 Fund1.02%
LMPPXClearBridge Appreciation Fund1.24%
JHLVXFundamental Large Cap Core Fund1.77%
KCSVXKnights of Columbus Small Cap Equity Fund
HGIRXHARTFORD CORE EQUITY FUND1.08%
KCXVXKnights of Columbus U.S. ALL CAP INDEX FUND
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
EPGCXFidelity Advisor Equity Growth Fund1.67%
WHGAXWESTWOOD QUALITY SMALLCAP FUND1.79%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
ITHRXTHE HARTFORD CAPITAL APPRECIATION FUND1.42%
HGORXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.44%
SIRRXOcean Park Tactical All Asset Fund2.01%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
NLSAXNeuberger Berman Long Short Fund1.68%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
PFSEXPFG JP Morgan Tactical Aggressive Strategy Fund$1M min2.35%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
ATHAXHeritage Fund1.25%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
CSJAXCohen & Steers Realty Shares1.15%
OAKMOakmark U.S. Large Cap ETF
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
AFYCXBahl and Gaynor Income Growth Fund1.83%
SCDGXDWS Core Equity Fund1.24%
RWMNXRedwood Managed Municipal Income Fund2.56%
DCCAXMacquarie Small Cap Core Fund1.06%
MFRBXMFS Research Fund1.52%
OASGXOptimum Small-Mid Cap Growth Fund2.19%
PFTEXPFG Meeder Tactical Strategy Fund$1M min2.97%
JILBXMultimanager Lifestyle Balanced Portfolio0.96%
LCBVXClearBridge Large Cap Value Fund1.40%
EZTGXEaton Vance Tax-Managed Growth Fund 1.21.62%
TWCAXSelect Fund1.15%
TRRZXT. Rowe Price Retirement 2060 Fund1.14%
PFDOXPFG Active Core Bond Strategy Fund2.66%
OSPMXInvesco SteelPath MLP Income Fund4.57%
VPVAADVPIMCO All Asset Portfolio2.26%
ECTMXEaton Vance Dividend Builder Fund1.74%
SMVLXSmead Value Fund1.22%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
PFADXPFG BNY Mellon Diversifier Strategy Fund$1M min2.60%
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FRURXFranklin Utilities Fund1.06%

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