Aspiriant Defensive Allocation Fund Quote
| RMDFX Fund | USD 10.91 0.01 0.09% |
PerformanceStrong
| Odds Of DistressLow
|
Aspiriant Defensive is trading at 10.91 as of the 25th of March 2025; that is 0.09 percent decrease since the beginning of the trading day. The fund's open price was 10.92. Aspiriant Defensive has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund is a fund-of-funds that seeks to provide an investment return that has lower volatility than traditional asset classes by combining several non-traditional or alternative asset class exposures, including investments that focus on a specialized asset class such as long-short strategies. More on Aspiriant Defensive Allocation
Moving together with ASPIRIANT Mutual Fund
| 0.63 | RMMBX | Aspiriant Risk Managed | PairCorr |
| 0.9 | RMTBX | Aspiriant Risk Managed | PairCorr |
| 0.85 | BIMBX | Blackrock Alternative | PairCorr |
| 0.87 | BAMBX | Blackrock Alternative | PairCorr |
Moving against ASPIRIANT Mutual Fund
ASPIRIANT Mutual Fund Highlights
| Fund Concentration | Aspiriant Funds, Large Value Funds, Multistrategy Funds, Multistrategy, Aspiriant (View all Sectors) |
| Update Date | 31st of March 2025 |
Aspiriant Defensive Allocation [RMDFX] is traded in USA and was established 25th of March 2025. Aspiriant Defensive is listed under Aspiriant category by Fama And French industry classification. The fund is listed under Multistrategy category and is part of Aspiriant family. This fund at this time has accumulated 1.27 B in assets with no minimum investment requirementsAspiriant Defensive is currently producing year-to-date (YTD) return of 4.3% with the current yeild of 0.05%, while the total return for the last 3 years was 4.14%.
Check Aspiriant Defensive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on ASPIRIANT Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding ASPIRIANT Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aspiriant Defensive Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aspiriant Defensive Allocation Mutual Fund Constituents
| EGRSX | Eaton Vance Global | Mutual Fund | Nontraditional Bond | |
| GAOZX | Jpmorgan Global Allocation | Mutual Fund | World Allocation | |
| GBMBX | Gmo Benchmark Free Allocation | Mutual Fund | World Allocation | |
| GMWAX | Gmo Global Asset | Mutual Fund | World Allocation | |
| IAU | iShares Gold Trust | Etf | Commodities Focused | |
| VMVXX | Jpmorgan Trust I | Money Market Fund | US Money Market Fund | |
| ARBNX | The Arbitrage Fund | Mutual Fund | Event Driven | |
| MERIX | The Merger Fund | Mutual Fund | Event Driven |
Aspiriant Defensive Risk Profiles
| Mean Deviation | 0.1685 | |||
| Standard Deviation | 0.2192 | |||
| Variance | 0.048 | |||
| Downside Variance | 0.061 |
Aspiriant Defensive Against Markets
Other Information on Investing in ASPIRIANT Mutual Fund
Aspiriant Defensive financial ratios help investors to determine whether ASPIRIANT Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in ASPIRIANT with respect to the benefits of owning Aspiriant Defensive security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |