RMTBX Mutual Fund
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 $401.1M in net assets. RMTBX expense ratio is 1.08%, holding 11 positions across various sectors. Inception date: 2018-03-29.
RMTBX performance shows a YTD return of 0.22%. The 1-year return is 3.99% and the 5-year return is 1.17%. RMTBX dividend yield stands at 4.59%, paid quarterly.
RMTBX top holdings include Vanguard Tot Bd Mkt Idx Inst (29.8%), Pimco Inc Fnd Inst (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%). Go to all RMTBX holdings, RMTBX sectors, or RMTBX dividends.
RMTBX can be compared against other funds. Use RMTBX overlap to find shared positions, or RMTBX vs another fund for a side-by-side view. RMTBX alternatives are available via the screener, along with tax-loss harvesting opportunities.