Rational Dynamic Brands Fund (HSUTX) Research

The fund primarily allocates capital to the equity of companies that possess between 25 and 50 of the most compelling and leading brands. These selections are determined through both fundamental financial analysis and technical market indicators, drawing from the universe of the Alpha Brands Consumer Spending Index. This index itself tracks the performance of 200 highly recognizable and impactful brands, which operate across both domestic and international markets, serving both business-to-consumer (B2C) and business-to-business (B2B) clients.

Market snapshot

Symbol
HSUTX
Price
$63.10
Day change
+0.78%
Market cap
$54.9M
52-week range
56.93-71.41
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron FinTech Fund (BFINX)
  • Black Oak Emerging Technology Fund (BOGSX)
  • ProFunds Consumer Services Ultra Sector Fund (CYPSX)
  • The European Equity Fund, Inc. (EEA)
  • Fort Pitt Capital Total Return Fund (FPCGX)
  • Clough Global Dividend and Income Fund (GLV)
  • Plumb Balanced Fund (PLBBX)
  • Sit Balanced Fund (SIBAX)

Open Rational Dynamic Brands Fund (HSUTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.