RMDFX Mutual Fund

RMDFX Mutual Fund (Aspiriant Defensive Allocation Fund) is managed by Aspiriant Funds with $1.13B in net assets. RMDFX expense ratio is 4.13%, holding 11 positions across sectors including Materials. Inception date: 2015-12-14.

RMDFX performance shows a YTD return of 7.66%. The 1-year return is 18.42% and the 5-year return is 6.65%. RMDFX dividend yield stands at 4.30%, paid annually.

RMDFX top holdings include Gmo Benchmark-free Allocation Fund (26.1%), Fnma Pool Ap8904 Fn 10/42 Fixed 3.5 (14.9%), Jpmorgan Global Allocation Fund, Class R6 (10.9%), Ishares Gold Trust ETF (9.3%), Lazard Rathmore Alternative Fund (8.2%). Go to all RMDFX holdings, RMDFX sectors, or RMDFX dividends.

RMDFX can be compared against other funds. Use RMDFX overlap to find shared positions, or RMDFX vs another fund for a side-by-side view. RMDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.