RMMBX Mutual Fund

RMMBX Mutual Fund (Aspiriant Risk-Managed Municipal Bond Fund) is managed by Aspiriant Funds with $1.28B in net assets. RMMBX expense ratio is 0.47%, holding 941 positions across sectors including Financials, Utilities, Industrials. Inception date: 2015-07-01.

RMMBX performance shows a YTD return of 1.29%. The 1-year return is 6.16% and the 5-year return is 0.55%. RMMBX dividend yield stands at 2.84%, paid quarterly.

RMMBX top holdings include Rtx Corp 7.2 08/15/2027 (8.5%), Ishares National Muni Bond ETF (6.0%), Blackrock Liquidity Funds T-Fund (2.8%), Purchased USD / Sold BRL (2.0%), Jpmorgan Prime Money Market Fund, Institutional Class Shares (1.3%). Go to all RMMBX holdings, RMMBX sectors, or RMMBX dividends.

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