Aspiriant Risk-Managed Equity Allocation FundRMEIX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.3B
Expense ratio
1.49%
1-year return
—
3 years, a year
—
5 years, a year
—
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 RMEIX.
- RMEIX overview
- RMEIX holdings
- RMEIX risk
- RMEIX costs
- RMEIX money in and out
- RMEIX share classes
- Compare RMEIX with other funds
Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.