RMTBX Mutual Fund
RMTBX Mutual Fund
Aspiriant Risk-Managed Taxable Bond Fund
RMTBX Mutual Fund Overview
RMTBX Mutual Fund (Aspiriant Risk-Managed Taxable Bond Fund) is managed by Aspiriant Funds with $396.4M in net assets. RMTBX expense ratio is 1.08%, holding 11 positions across sectors including Unknown, Other. Inception date: 2018-03-29.
RMTBX performance shows a YTD return of 1.41%. The 1-year return is 5.22% and the 5-year return is 1.57%. RMTBX dividend yield stands at 4.53%, paid quarterly.
RMTBX top holdings include Vanguard Tot Bd Mkt Idx Inst (29.8%), Pimco-Income-Ins (16.0%), Doubleline Total Return Bond Fund (14.9%), Metropolitan West Total Return Bond (9.9%), River Canyon Total Return Bond Fund, Class Institutional (8.5%). View all RMTBX holdings, sector breakdown, or dividend history.
RMTBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RMTBX alternatives are available via the screener, along with tax-loss harvesting opportunities.