RMDFX Mutual Fund
RMDFX Mutual Fund
Aspiriant Defensive Allocation Fund
RMDFX Mutual Fund Overview
RMDFX Mutual Fund (Aspiriant Defensive Allocation Fund) is managed by Aspiriant Funds with $1.11B in net assets. RMDFX expense ratio is 4.13%, holding 11 positions across sectors including Unknown, Other, Materials. Inception date: 2015-12-14.
RMDFX performance shows a YTD return of 5.56%. The 1-year return is 16.52% and the 5-year return is 6.25%. RMDFX dividend yield stands at 4.39%, paid annually.
RMDFX top holdings include Gmo Benchmark-free Allocation Fund (26.1%), Huntsman International L Sr Unsecured 10/34 5.7 10 (14.9%), Jpmorgan Global Allocation Fund, Class R6 (10.9%), Ishares Gold Trust ETF (9.3%), Lazard Rathmore Alternative Fund (8.2%). View all RMDFX holdings, sector breakdown, or dividend history.
RMDFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RMDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.