Aspiriant Risk Managed Taxable Fund Quote
| RMTBX Fund | USD 8.72 0.01 0.11% |
PerformanceSolid
| Odds Of DistressLow
|
Aspiriant Risk-managed is trading at 8.72 as of the 11th of September 2025; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 8.71. Aspiriant Risk-managed has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 13th of June 2025 and ending today, the 11th of September 2025. Click here to learn more.
The fund invests primarily in underlying funds and may, to a limited extent, invest in separately managed accounts , which are private portfolios of securities for individual accounts. To achieve its investment objective, under normal market conditions, it invests through underlying funds and SMAs at least 80 percent of its net assets in bonds and other fixed income securities.. More on Aspiriant Risk Managed Taxable
Moving together with Aspiriant Mutual Fund
Aspiriant Mutual Fund Highlights
| Fund Concentration | Aspiriant Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Aspiriant (View all Sectors) |
| Update Date | 30th of September 2025 |
Aspiriant Risk Managed Taxable [RMTBX] is traded in USA and was established 11th of September 2025. Aspiriant Risk-managed is listed under Aspiriant category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Aspiriant family. This fund at this time has accumulated 146.39 M in assets with no minimum investment requirementsAspiriant Risk Managed is currently producing year-to-date (YTD) return of 5.2% with the current yeild of 0.06%, while the total return for the last 3 years was 4.32%.
Check Aspiriant Risk-managed 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 Risk Managed Taxable 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 Risk Managed Taxable Mutual Fund Constituents
| DBLTX | Doubleline Total Return | Mutual Fund | Intermediate Core-Plus Bond | |
| GMDFX | Gmo Emerging Country | Mutual Fund | Emerging Markets Bond | |
| GMOQX | Gmo Emerging Country | Mutual Fund | Emerging Markets Bond | |
| MWTSX | Metropolitan West Total | Mutual Fund | Intermediate Core-Plus Bond | |
| PIMIX | Pimco Income Fund | Mutual Fund | Multisector Bond | |
| RCTIX | River Canyon Total | Mutual Fund | Multisector Bond | |
| VBTIX | Vanguard Total Bond | Mutual Fund | Intermediate Core Bond | |
| VWEAX | Vanguard High Yield Corporate | Mutual Fund | High Yield Bond |
Aspiriant Risk Managed Risk Profiles
| Mean Deviation | 0.1801 | |||
| Standard Deviation | 0.2219 | |||
| Variance | 0.0492 | |||
| Downside Variance | 0.0457 |
Aspiriant Risk-managed Against Markets
Other Information on Investing in Aspiriant Mutual Fund
Aspiriant Risk-managed 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 Risk-managed security.
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