Returns

Rational Dynamic Brands Fund

  • Funds Up/Down
    303/10
  • YTD Range (%)
    -3.51 - 15.44
  • YTD Avg (%)
    5.96
Rank Fund Name Ticker YTD
0 Catalyst Exceed Defined Risk Fund CLPCX 3.05
0 SEI Tax-Managed Managed Volatility Fund STVYX 3.92
0 Old Westbury All Cap Core Fund OWACX 6.07
0 Aberdeen U.S. Sustainable Leaders Fund GXXAX 5.83
0 Baywood SociallyResponsible Fund BVSIX 5.95
0 iShares Total US Stock Market Index Fund BKTSX 8.29
0 DFA US Core Equity 2 Portfolio DFQTX 4.47
0 Dreyfus Sustainable US Equity Fund, Inc DTCYX 5.4
0 Delaware Hedged US Equity Opportunities Fund FHEKX 2.13
0 Gabelli ESG Fund, Inc SRIAX 4.15
0 Gabelli ESG Fund, Inc SRIGX 2.23
0 Gabelli ESG Fund, Inc SRICX 0.55
0 Gabelli ESG Fund, Inc SRIDX 4.15
0 Glenmede Strategic Equity Portfolio GTCEX 4.6
0 Glenmede Women in Leadership US Equity Portfolio GWILX 4.5
0 MainStay MacKay Common Stock Fund MSOSX 5.21
0 MFS Core Equity Fund MRGKX 7.49
0 Sterling Capital Special Opportunities Fund BOPIX 3.78
0 Toreador Core Fund TORZX 3.88
0 Toreador Core Fund TORLX 8.17
0 Vanguard Total Stock Market Index Fund VITSX 8
0 Vanguard Total Stock Market Index Fund VSTSX 4.08
0 Victory Special Value Fund VSVCX 11.26
0 Pinnacle Sherman Multi-Strategy Core Fund CPSHX 6.02
0 Pinnacle Sherman Multi-Strategy Core Fund IPSHX 4.17
0 Pinnacle Sherman Multi-Strategy Core Fund APSHX 2.41
1 Auer Growth Fund AUERX 4.12
2 Muhlenkamp Fund MUHLX 4.44
4 Private Capital Management Value Fund VFPIX -3.51
5 Fidelity New Millennium Fund FMILX 14.02
6 Monteagle Texas Fund BIGTX 2.77
7 SEI US Managed Volatility Fund SVYAX 4.24
8 SEI US Managed Volatility Fund SUSYX 3.49
9 SEI US Managed Volatility Fund SVOAX 5.19
10 SEI US Managed Volatility Fund SEVIX 3.49
11 Bullfinch Fund Greater Western New York Series BWNYX 2.65
12 Marshfield Concentrated Opportunity Fund MRFOX 8.96
13 SEI Tax-Managed Managed Volatility Fund TMMAX 3.25
14 Monteagle Opportunity Equity Fund HEQCX -0.96
15 Monteagle Opportunity Equity Fund HEQFX -1.31
16 Vanguard US Multifactor Fund VFMFX 6.6
17 Essential 40 Stock Fund ESSIX 2.98
18 ACM Dynamic Opportunity Fund ADOIX 11.7
19 ACM Dynamic Opportunity Fund ADOAX 11.57
20 Free Market US Equity Fund FMUEX 5.11
21 Sound Mind Investing Fund SMIFX 4.67
22 Bullfinch Fund Unrestricted Series BUNRX -2.98
23 AB Core Opportunities Fund, Inc ADGYX 12.44
24 MFS Low Volatility Equity Fund MLVHX 3.84
25 Fidelity SAI US Low Volatility Index Fund FSUVX 3.59
26 Davidson Multi-Cap Equity Fund DFMIX 3.53
30 Davidson Multi-Cap Equity Fund DFMAX 4.34
31 Diamond Hill All Cap Select Fund DHLTX 7.04
33 MFS Low Volatility Equity Fund MLVTX 4.76
34 MFS Low Volatility Equity Fund MLVRX 3.14
35 GMO US Equity Fund GMUEX 11.18
36 MFS Low Volatility Equity Fund MLVAX 7.05
37 MFS Low Volatility Equity Fund MLVPX 5.51
38 MFS Low Volatility Equity Fund MLVBX 3.75
39 MainStay MacKay Common Stock Fund MCSSX 4.82
42 Invesco Equally-Weighted S&P 500 Fund VADDX 6.61
43 MainStay MacKay Common Stock Fund MSOIX 5.36
44 Diamond Hill All Cap Select Fund DHTYX 10.95
45 GMO US Equity Fund GMCQX 11.11
46 MainStay MacKay Common Stock Fund MGOCX 7.55
47 MainStay MacKay Common Stock Fund MSOAX 5.25
48 MainStay MacKay Common Stock Fund MOPBX 4.12
50 Invesco Equally-Weighted S&P 500 Fund VADRX 2.95
51 Schwab MarketTrack All Equity Portfolio SWEGX 3.37
52 Diamond Hill All Cap Select Fund DHTAX 10.81
54 American Century Disciplined Core Value Fund BIGRX 3.09
55 MFS Low Volatility Equity Fund MLVOX 3.83
56 AAMA Equity Fund AMFEX 3.75
58 American Century Disciplined Core Value Fund AMGIX 9.05
59 MFS Low Volatility Equity Fund MLVGX 5.63
60 MFS Low Volatility Equity Fund MLVMX 1.9
61 Gabelli Asset Fund GATAX 4.32
62 Delaware Hedged US Equity Opportunities Fund FHELX 5.24
63 DFA US Core Equity 1 Portfolio DFEOX -1.55
64 Invesco Equally-Weighted S&P 500 Fund VADFX 3.13
65 American Century Disciplined Core Value Fund AMADX 5.91
66 American Century Disciplined Core Value Fund ACGCX 5.84
67 Invesco Equally-Weighted S&P 500 Fund VADAX 3.03
68 Delaware Hedged US Equity Opportunities Fund FHEJX 5.1
69 American Century Disciplined Core Value Fund AICRX 4.71
71 Russell Investments Sustainable Equity Fund REQAX 5.13
72 Timothy Plan Strategic Growth Fund TSGAX 0.65
73 Timothy Plan Strategic Growth Fund TSGCX 2.27
74 Invesco Equally-Weighted S&P 500 Fund VADCX 1.28
75 Putnam Multi-Cap Core Fund PMYAX 7.52
76 Putnam Multi-Cap Core Fund PMYZX 8.69
77 Manor Investment Funds Manor Fund MNRMX 2.63
78 Putnam Multi-Cap Core Fund PMYTX 0.22
79 Victory Special Value Fund VSPIX 10.32
80 SEI US Equity Factor Allocation Fund SEHAX 8.58
81 Clearwater Core Equity Fund QWVPX 11.11
82 Victory Diversified Stock Fund SRVEX 9.14
83 Vanguard Institutional Total Stock Market Index Fund VITPX 4.72
84 American Century Disciplined Core Value Fund AICGX 9.05
85 LKCM Aquinas Catholic Equity Fund AQEIX 4.18
86 MFS Core Equity Fund MRGRX 4.91
87 BlackRock Advantage US Total Market Fund, Inc MKSPX 3.83
88 Victory Diversified Stock Fund GRINX 11.54
89 Quaker Impact Growth Fund QUAGX 7.96
90 Victory Special Value Fund VSVGX 9.01
91 13D Activist Fund DDDIX -0.23
92 Principal Capital Appreciation Fund PWCIX 9.54
93 Glenmede Responsible ESG US Equity Portfolio RESGX 1.62
94 Victory Diversified Stock Fund VDSIX -0.32
95 Victory Diversified Stock Fund VDSRX 9.23
96 Putnam Multi-Cap Core Fund PMYBX 5.07
97 Victory Special Value Fund SSVSX 6.87
98 Principal Capital Appreciation Fund PCAPX 5.71
99 Great-West Core Strategies US Equity Fund MXEBX 8.15
100 Quaker Impact Growth Fund QAGIX 0.17
101 Principal Capital Appreciation Fund PCAOX 9.36
102 Zacks All-Cap Core Fund CZOVX 10.81
103 MFS Core Equity Fund MRGJX 7.45
104 Putnam Multi-Cap Core Fund PMYYX 5.67
105 13D Activist Fund DDDCX 1.65
106 Principal Capital Appreciation Fund PCAMX 2.05
107 MFS Core Equity Fund MRGHX 7.37
108 MFS Core Equity Fund MRGAX 7.39
109 Russell Multifactor US Equity Fund RTDAX 4.86
110 Schwab Core Equity Fund SWANX 9.66
111 Federated Hermes MDT All Cap Core Fund QIACX 13.62
112 Federated Hermes MDT All Cap Core Fund QKACX 7.24
113 Federated Hermes MDT All Cap Core Fund QCACX 12.71
114 MFS Core Equity Fund MRERX 4.5
115 Wilshire 5000 Index Fund WFIVX 4.52
116 Federated Hermes MDT All Cap Core Fund QAACX 7.84
117 Principal Capital Appreciation Fund PCAQX 11.47
118 Victory Diversified Stock Fund VDSCX 5.31
119 13D Activist Fund DDDAX 1.14
120 Parnassus Endeavor Fund PARWX 7.02
121 Blue Chip Investor Fund BCIFX 9.55
122 BlackRock Advantage US Total Market Fund, Inc MRSPX 5.47
123 Vanguard Tax-Managed Capital Appreciation Fund VTCIX 7.16
124 BlackRock Advantage ESG U.S. Equity Fund BIRIX 5.46
125 TIAA-CREF Equity Index Fund TIEIX 4.99
126 AB Core Opportunities Fund, Inc ADGIX 6.65
127 MFS Core Equity Fund MRGBX 8.82
128 Leuthold Select Industries Fund LSLTX 7.27
129 MFS Core Equity Fund MRGGX 7.14
130 Victory US 500 Enhanced Volatility Wtd Index Fund CUHIX 3.12
131 Putnam Multi-Cap Core Fund PMYCX 5.8
132 TIAA-CREF Equity Index Fund TINRX 8.97
133 Victory Special Value Fund VSVYX 12.12
134 Invesco Main Street All Cap Fund OMSOX 10.31
135 BlackRock Advantage US Total Market Fund, Inc MCSPX 3.5
136 Victory Diversified Stock Fund VDSYX 10.38
137 iShares Total US Stock Market Index Fund BITSX 6.69
138 Wilshire 5000 Index Fund WINDX 3.21
139 iShares Total US Stock Market Index Fund BASMX 6.7
140 Fidelity Stock Selector All Cap FSSKX 7.99
142 Vanguard Total Stock Market Index Fund VTSMX 6.18
144 Davis Opportunity Fund DGOYX 7.51
145 Victory US 500 Enhanced Volatility Wtd Index Fund CUHAX 4.07
146 Touchstone Focused Fund TFOAX 2.7
147 SA US Core Market Fund SAMKX 7.51
148 Vanguard Tax-Managed Capital Appreciation Fund VTCLX 7.15
149 Davis Opportunity Fund RPEAX 2.18
150 DFA US Social Core Equity 2 Portfolio DFUEX 4.42
151 AMG FQ Tax-Managed US Equity Fund MFQTX 5.13
152 PFG JP Morgan Tactical Aggressive Strategy Fund PFSEX 4.36
153 Invesco Main Street All Cap Fund OMSYX 6.91
154 Vanguard Russell 3000 Index Fund VRTTX 6.7
155 BlackRock Advantage US Total Market Fund, Inc MASPX 3.79
156 TIAA-CREF Equity Index Fund TCEPX 5.27
157 DFA US Sustainability Core 1 Portfolio DFSIX 4.81
158 Victory US 500 Enhanced Volatility Wtd Index Fund CUHCX 1.9
159 TIAA-CREF Equity Index Fund TIQRX 8.56
160 AMG FQ Tax-Managed US Equity Fund MFQAX 0.24
161 Principal Capital Appreciation Fund CMNWX 10.32
162 AB Core Opportunities Fund, Inc ADGAX 11.15
163 BlackRock Advantage US Total Market Fund, Inc MDSPX 1.53
164 AB Core Opportunities Fund, Inc ADGKX 6.67
165 Pax ESG Beta Quality Fund PWGIX 6.88
166 MFS Core Equity Fund MRGCX 4.75
167 Vanguard Institutional Total Stock Market Index Fund VITNX -0.23
168 Fidelity Advisor Stock Selector All Cap FZAPX 7.9
169 Neuberger Berman Sustainable Equity Fund NRSRX 7.03
170 Invesco Main Street All Cap Fund OMSNX 6.98
171 AB Core Opportunities Fund, Inc ADGRX 1.55
172 Vanguard Total Stock Market Index Fund VTSAX 6.18
173 Fidelity Stock Selector All Cap FDSSX 7.88
174 Touchstone Focused Fund TFFCX 5.62
175 Pax ESG Beta Quality Fund PXWGX 5.15
176 T. Rowe Price Total Equity Market Index Fund POMIX 8.88
177 Neuberger Berman Sustainable Equity Fund NBSRX 12.15
178 Fidelity Advisor Stock Selector All Cap FMAMX 4.39
179 Parnassus Endeavor Fund PFPWX 8.37
180 Invesco Main Street All Cap Fund OMSCX 6.96
181 AB Core Opportunities Fund, Inc ADGCX 8.59
182 Fidelity Advisor Stock Selector All Cap FSJHX 7.82
183 AB Core Opportunities Fund, Inc ADGZX 5.38
184 Hartford Capital Appreciation Fund ITHTX 4.18
185 Northern Northern US Quality ESG Fund NUESX 4.32
186 TIAA-CREF Social Choice Low Carbon Equity Fund TPWCX 3.98
187 TIAA-CREF Social Choice Equity Fund TICHX 7.31
188 TIAA-CREF Social Choice Low Carbon Equity Fund TEWCX 5.32
189 TIAA-CREF Social Choice Equity Fund TRPSX 2.96
190 Neuberger Berman Sustainable Equity Fund NBSLX 8.89
191 TIAA-CREF Social Choice Equity Fund TRSCX 5.59
192 Hartford Capital Appreciation Fund ITHAX 6.79
193 TIAA-CREF Social Choice Equity Fund TICRX 5.54
194 Davis Opportunity Fund DGOCX 7.96
195 Fidelity Advisor Stock Selector All Cap FLACX 5.89
196 Fidelity ZERO Total Market Index Fund FZROX 7.1
197 Neuberger Berman Sustainable Equity Fund NRACX 11.47
198 TIAA-CREF Equity Index Fund TEIHX 8.82
199 Touchstone Focused Fund TFFIX 2.75
200 Neuberger Berman Sustainable Equity Fund NBSTX -0.12
201 Touchstone Focused Fund TFFYX 7.03
202 Pax ESG Beta Quality Fund PXGAX 3.57
203 Lazard US Equity Concentrated Portfolio LEVOX 1.49
204 Neuberger Berman Multi-Cap Opportunities Fund NMULX 3.2
205 Neuberger Berman Sustainable Equity Fund NRARX 1
206 Fidelity Total Market Index Fund FSKAX 4.52
207 Schwab Total Stock Market Index Fund SWTSX 4.98
208 Vanguard Total Stock Market Index Fund VSMPX 6.19
209 Hartford Capital Appreciation Fund ITHIX 6.85
210 Fidelity Advisor Leveraged Company Stock Fund FZAKX 15.44
211 Fidelity Advisor Stock Selector All Cap FBRNX 4.66
212 Hartford Capital Appreciation Fund HCACX 7.07
213 TIAA-CREF Social Choice Low Carbon Equity Fund TNWCX 7.09
214 Wells Fargo Opportunity Fund WOFNX 7.47
215 Sterling Capital Special Opportunities Fund STRSX 2.51
216 TIAA-CREF Social Choice Low Carbon Equity Fund TCCHX 5.34
217 Dreyfus Sustainable US Equity Fund, Inc DTCAX 5.35
218 Fidelity Leveraged Company Stock Fund FLCKX 15.15
219 Wells Fargo Opportunity Fund WOFDX 4.14
220 Neuberger Berman Multi-Cap Opportunities Fund NMUCX 8.26
221 TIAA-CREF Social Choice Low Carbon Equity Fund TLWCX 5.31
222 BlackRock Advantage ESG U.S. Equity Fund BIRAX 5.43
223 Hartford Capital Appreciation Fund ITHRX 0.97
224 Lazard US Equity Concentrated Portfolio RLUEX 2.31
225 Lazard US Equity Concentrated Portfolio LEVIX 0.12
226 TIAA-CREF Social Choice Equity Fund TISCX 5.63
227 BlackRock Advantage ESG U.S. Equity Fund BIRCX 8.54
228 Midas Magic MISEX 6.72
229 Neuberger Berman Sustainable Equity Fund NRAAX 12.1
230 Fidelity Advisor Leveraged Company Stock Fund FLVIX 14.73
231 John Hancock Fundamental All Cap Core Fund JFAIX 6.83
232 Aspiration Redwood Fund REDWX 5.37
233 John Hancock Fundamental All Cap Core Fund JFCIX 2.87
234 Dreyfus Sustainable US Equity Fund, Inc DRTCX 9.63
235 Hartford Capital Appreciation Fund HCAFX 3.18
236 Hartford Capital Appreciation Fund ITHVX 4.57
237 Dreyfus Sustainable US Equity Fund, Inc DRTHX 6.39
238 Fidelity Leveraged Company Stock Fund FLVCX 11.96
239 Sterling Capital Special Opportunities Fund BOPAX 4.04
240 Hartford Capital Appreciation Fund HCAYX 4.34
241 John Hancock Fundamental All Cap Core Fund JFCAX 5.17
242 Fidelity Advisor Leveraged Company Stock Fund FLSTX 6.94
243 Neuberger Berman Multi-Cap Opportunities Fund NMUAX 5.6
244 John Hancock Fundamental All Cap Core Fund JFACX 1.82
245 Hartford Capital Appreciation Fund ITHSX 4.31
246 Wells Fargo Opportunity Fund SOPVX 0.61
247 BlackRock Advantage ESG U.S. Equity Fund BIRKX 4.91
248 Fidelity Advisor Leveraged Company Stock Fund FLSCX 14.11
249 Vanguard Diversified Equity Fund VDEQX 6.85
250 Segall Bryant & Hamill All Cap Fund SBHAX 5.58
251 Sterling Capital Special Opportunities Fund BOPCX 3.79
252 Boston Common ESG Impact US Equity Fund BCAMX 8.2
253 Osterweis Fund OSTFX 7.17
254 John Hancock Fundamental All Cap Core Fund JFCCX 6.94
255 Dreyfus Sustainable US Equity Fund, Inc DTCCX 9.33
256 Wells Fargo Opportunity Fund WFOPX 6.21
257 Weitz Partners Value Fund WPVLX 6.04
258 Bridgeway Aggressive Investors 1 Fund BRAGX 11.72
259 Archer Stock Fund ARSKX 7.3
260 John Hancock Fundamental All Cap Core Fund JFARX 2.95
261 Beck, Mack & Oliver Partners Fund BMPEX 4.35
262 Fort Pitt Capital Total Return Fund FPCGX 8.69
263 Fidelity Advisor Leveraged Company Stock Fund FLSAX 12.19
264 Weitz Partners Value Fund WPVIX 7.45
265 Matthew 25 Fund MXXVX 3.65
266 Fidelity Strategic Advisers Fidelity US Total Stock Fund FCTDX 10.48
267 Pin Oak Equity Fund POGSX 4.85
270 Davenport Equity Opportunities Fund DEOPX 2.85
271 Domini Impact Equity Fund DSFRX 4.47
275 Domini Impact Equity Fund DIEQX 1.81
276 Domini Impact Equity Fund DSEFX 5.79
277 Domini Impact Equity Fund DSEPX 5.82
278 Catalyst Exceed Defined Risk Fund CLPFX 1.34
279 Fidelity Disciplined Equity Fund FDEQX 13.34
280 Catalyst Exceed Defined Risk Fund CLPAX 3.07
281 Fidelity Disciplined Equity Fund FDEKX 11.67
282 Aberdeen U.S. Sustainable Leaders Fund GGLIX 8.33
283 Aberdeen U.S. Sustainable Leaders Fund GXXIX 5.9
284 PartnerSelect Equity Fund MSEFX -1.33
285 IMS Capital Value Fund IMSCX 8.93
286 Miller Opportunity Trust LMNOX 6.38
287 Aberdeen U.S. Sustainable Leaders Fund GXXCX 6.77
288 Miller Opportunity Trust LGOAX 9.05
289 Miller Opportunity Trust MVISX 1.31
290 Miller Opportunity Trust LMOFX 9.13
291 Miller Opportunity Trust LMOPX 6.09
292 Miller Opportunity Trust LMORX 6.19
293 Sequoia Fund SEQUX 8.95
294 Neuberger Berman Focus Fund NFALX 10.83
295 Neuberger Berman Focus Fund NBFCX 9.2
296 Neuberger Berman Focus Fund NFAAX 7.56
297 Neuberger Berman Focus Fund NBFAX 6.62
298 Neuberger Berman Focus Fund NFACX 2.14
299 Neuberger Berman Focus Fund NBSSX 10.99
300 Rational Dynamic Brands Fund HSUTX 9.93
301 Rational Dynamic Brands Fund HSUCX 9.02
302 Rational Dynamic Brands Fund HSUAX 11.56
312 Ivy Accumulative Fund IATCX 8.1
313 Ivy Accumulative Fund IATIX 8.33
314 Ivy Accumulative Fund IATAX 8.42