RMEAX Mutual Fund

RMEAX Mutual Fund (Aspiriant Risk-Managed Equity Allocation Fund Adv Shs) is managed by Aspiriant Funds with $1.47B in net assets. RMEAX expense ratio is 0.98%, holding 131 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-04-04.

RMEAX performance shows a YTD return of 8.30%. The 1-year return is 18.74% and the 5-year return is 8.34%. RMEAX dividend yield stands at 10.90%, paid annually.

RMEAX top holdings include Gmo Quality Fund Class Vi (35.5%), Rief Strategic Partners Fund (7.5%), Schwab Fundamental Emerging Markets Large Company Index ETF (7.1%), Baillie Gifford Funds - The Emerging Markets Fund (4.8%), Gmo Equity Dislocation Investment Fund (4.3%). Go to all RMEAX holdings, RMEAX sectors, or RMEAX dividends.

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