Mutual Fund & Variable Insurance Trust

Mutual Fund & Variable Insurance Trust (CIK 810695) is an SEC-registered fund company with 15 reporting fund series and $1.9B in net assets as of 2026-03-31.

Registrant

Fund series (15)

SeriesNet assets
Rational Special Situations Income Fund$1.3B
Rational/Pier 88 Convertible Securities Fund$205.6M
Trend Aggregation Growth Fund$70.6M
Rational Equity Armor Fund$57.7M
Trend Aggregation Dividend and Income Fund$55.9M
Rational Dynamic Brands Fund$51.3M
Return Stacked Balanced Allocation & Systematic Macro Fund$40.5M
Rational Premium Income Fund$24.7M
Rational Insider Buy VA$22.3M
Rational/RGN Hedged Equity Fund$18.1M
Rational/NuWave Enhanced Market Opportunity Fund$14.9M
Rational Trend Aggregation VA$11.4M
Rational Strategic Allocation Fund$8.1M
Rational Real Assets Fund$2.8M
Rational Iron Horse Fund$2.3M

Largest reported holdings (across all series)

HoldingValue
State Street Spdr S&p 500 Etf Trust$7.4M
Vanguard Index Funds$7.3M
First American Funds Inc.$499K
CHICAGO MERCANTILE EXCHANGE$110K
NEW YORK MERCANTILE EXCHANGE$109K
CHICAGO BOARD OF TRADE$28K
HONG KONG FUTURES EXCHANGE LTD.$3K
ICE FUTURES EUROPE - FINANCIAL PRODUCTS DIVISION$114
SINGAPORE EXCHANGE DERIVATIVES CLEARING LIMITED$-417
ICE FUTURES U.S.$-615
COMMODITIES EXCHANGE CENTER$-3K
Chicago Board of Trade$-4K
EUREX DEUTSCHLAND$-6K

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