Aspiriant Risk-Managed Equity Allocation FundRMEAX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.3B
Expense ratio
1.24%
1-year return
+11.9%
3 years, a year
+13.2%
5 years, a year
+7.7%
Holdings
133
What it aims to do.
The Aspiriant Risk-Managed Equity Allocation Fund (the Fund or Equity Allocation Fund) seeks to achieve long-term capital appreciation while considering federal tax implications of investment decisions.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GMO Quality Fund | 33.34% |
| Schwab Fundamental Emerging Markets Equity ETF | 7.63% |
| Rief Strategic Partners Fund | 7.15% |
| Baillie Gifford Emerging Markets Equities Fund | 5.01% |
| GMO Investments ICAV - GMO Equity Dislocation Investment Fund | 4.78% |
| AQR Large Cap Defensive Style Fund | 4.04% |
| Viking Global Equities LP | 3.91% |
| JPMorgan Prime Money Market Fund | 3.43% |
| iShares MSCI Global Min Vol Factor ETF | 3.11% |
| iShares MSCI ACWI ETF | 2.32% |
More on RMEAX.
- RMEAX overview
- RMEAX holdings
- RMEAX risk
- RMEAX costs
- RMEAX money in and out
- RMEAX share classes
- Compare RMEAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.