Back to top
more

Equity Aggressive Strategy Fund Class A: (MF: REAAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:48 PM ET

$16.70 USD

-0.02 (-0.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.94 30
3 months 5.72 29
6 months 10.92 19
1 Year 21.74 11
3 Year 17.25 49
5 Year 10.09 53
10 Year 9.87 87

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -56.31
Bull Market (2/09 - 3/21) 448.33

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.44
5 Year 8.68
10 Year 8.08
Since Inception 7.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.89 9.44 6.59 2.85
2024 7.47 0.98 6.60 -2.00
2023 6.06 5.18 -3.55 10.44
2022 -4.97 -14.93 -6.85 10.17
2021 8.22 5.33 -0.76 6.67

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9418.9013.3718.83-17.0420.684.1418.72-9.6115.8510.78
% Total Return Rel to Index 1.520.68-11.64-7.411.16-7.99-14.26-12.76-5.22-5.93-1.15
% Total Return Rel to Peer 1.446.19-6.01-4.162.65-1.37-15.77-9.70-2.75-4.812.96
% Perf Quintile vs Peer* 2.001.000.004.003.004.005.005.004.004.002.00
% Dividends 0.000.330.170.160.270.360.230.130.590.330.22
% Yield 0.001.721.062.042.132.151.640.924.842.321.80
Capital Gains ($) 0.001.390.000.000.380.830.000.270.000.000.00
Expense Ratio 0.000.580.570.540.550.570.570.560.570.570.57

* 1 = Top 20%, 5 = Bottom 20%