Rational Equity Armor Fund
Class A Shares: HDCAX | Class C Shares: HDCEX | Institutional Shares: HDCTX |
Rational Tactical Return Fund
Class A Shares: HRSAX | Class C Shares: HRSFX | Institutional Shares: HRSTX |
Rational Dynamic Brands Fund
Class A Shares: HSUAX | Class C Shares: HSUCX | Institutional Shares: HSUTX |
Rational Strategic Allocation Fund
Class A Shares: RHSAX | Class C Shares: RHSCX | Institutional Shares: RHSIX |
Return Stacked® Balanced Allocation & Systematic Macro Fund
(formerly, Rational/ReSolve Adaptive Asset Allocation Fund)
Class A Shares: RDMAX | Class C Shares: RDMCX | Institutional Shares: RDMIX |
Rational/Pier 88 Convertible Securities Fund
Class A Shares: PBXAX | Class C Shares: PBXCX | Institutional Shares: PBXIX |
Rational Special Situations Income Fund
Class A Shares: RFXAX | Class C Shares: RFXCX | Institutional Shares: RFXIX |
Rational/RGN Hedged Equity Fund
Class A Shares: RNEAX | Class C Shares: RNECX | Institutional Shares: RNEIX |
July 24, 2025
The information in this Supplement amends certain
information contained in the
currently effective Statement of Additional Information (“SAI”) for each Fund, dated May 1, 2025.
_____________________________________________________________________________
The physical address of Rational Advisors, Inc. (the “Advisor”) has changed as follows:
Former Address | New Address |
53 Palmeras Street Suite 601 San Juan, PR 00901 |
207 Calle del Parque, AM Tower Floor 7, Suite 2 San Juan, PR 00912-3242 |
Accordingly, all references to the Advisor’s former address contained in the Funds’ currently effective SAI are hereby changed to the new address set forth above.
* * *
You should read this Supplement in conjunction with the Prospectus, Summary Prospectus and Statement of Additional Information for the Funds, each dated May 1, 2025, which provides information that you should know about the Funds before investing. This document is available upon request and without charge by calling the Funds toll-free at 1-800-253-0412 or by writing to Rational Funds, c/o Ultimus Fund Solutions, LLC, 225 Pictoria Dr, Suite 450, Cincinnati, OH 45246.
Please retain this Supplement for future reference.