Aspiriant Mutual Funds List
Here you can find all mutual funds issued by Aspiriant and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.23%
- Avg. 1 Year Return
- 18.27%
- Avg. 5 Year Return
- 6.40%
- Median Risk/Return Score
- 81 / 100
Aspiriant Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aspiriant Defensive Allocation Fund | Multistrategy | Dec 13, 2015 | 0.18% | 7.66% | 5.26% | 4.30% | 97 | ||||||||
| Aspiriant Risk-Managed Equity Allocation Fund | Global Equities | Apr 3, 2013 | 0.28% | 7.68% | 8.08% | 10.96% | 65 |
Explore top Aspiriant Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Aspiriant Mutual funds by Risk/Return Score
The top Aspiriant Mutual funds by PortfoliosLab Risk/Return Score are RMDFX (97) and RMEAX (65).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Aspiriant Defensive Allocation Fund | 97 | — | Dec 2015 | |
| Aspiriant Risk-Managed Equity Allocation Fund | 65 | — | Apr 2013 |
Best-Performing Aspiriant Mutual funds Over 5 Years
The top Aspiriant Mutual funds is RMEAX (7.10%).
Across the lineup, Aspiriant Mutual funds show an average 1-year return of 18.27% and an average 5-year return of 6.40%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Aspiriant Risk-Managed Equity Allocation Fund | 7.10% | — | Apr 2013 | |
| Aspiriant Defensive Allocation Fund | 5.69% | — | Dec 2015 |
Lowest-Cost Aspiriant Mutual funds
The top Aspiriant Mutual funds is RMDFX (0.18%).
With an average expense ratio of 0.23%, Aspiriant Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Aspiriant Defensive Allocation Fund | 0.18% | — | Dec 2015 | |
| Aspiriant Risk-Managed Equity Allocation Fund | 0.28% | — | Apr 2013 |
Highest-Yield Aspiriant Mutual funds
The top Aspiriant Mutual funds is RMEAX (10.96%).
Across the lineup, Aspiriant Mutual funds show an average dividend yield of 7.63%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Aspiriant Risk-Managed Equity Allocation Fund | 10.96% | — | Apr 2013 | |
| Aspiriant Defensive Allocation Fund | 4.30% | — | Dec 2015 |
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