RMDFX Alternatives & Similar Mutual Funds

Aspiriant Defensive Allocation Fund (RMDFX) belongs to the Multistrategy category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RMDFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RMDFX

RMDFX charges 0.18% annually. No mutual funds in the Multistrategy category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.50%.

Symbol	Name	Expense Ratio	AUM	Inception
SPATX	Symmetry Panoramic Alternatives Fund	0.50%	—	Nov 2018	RMDFX vs SPATX
TALTX	Morgan Stanley Pathway Funds Alternative Strategie...	0.59%	—	Feb 2018	RMDFX vs TALTX
GAAVX	GMO Alternative Allocation Fund	0.61%	—	May 2019	RMDFX vs GAAVX
JAAAX	John Hancock Funds Alternative Asset Allocation Fu...	0.72%	—	Jan 2009	RMDFX vs JAAAX
WRPIX	Allspring Alternative Risk Premia Fund	0.72%	—	Jan 2019	RMDFX vs WRPIX

Best Risk-Adjusted Alternatives to RMDFX

RMDFX has a PortfoliosLab risk / return rank of 95. There are 13 mutual funds in the Multistrategy category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
SRRIX	Stone Ridge Reinsurance Risk Premium Interval Fund	100	—	Dec 2013	RMDFX vs SRRIX
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	100	—	Aug 2017	RMDFX vs ARBIX
ADAIX	AQR Diversified Arbitrage Fund Class I	99	—	Jan 2009	RMDFX vs ADAIX
ADANX	AQR Diversified Arbitrage Fund Class N	99	—	Jan 2009	RMDFX vs ADANX
SHRIX	Stone Ridge High Yield Reinsurance Risk Premium Fu...	98	—	Feb 2013	RMDFX vs SHRIX

Top Performing RMDFX Alternatives (YTD)

RMDFX is at 7.07% YTD. There are 20 mutual funds in the Multistrategy category with higher YTD returns, going as high as 19.20%.

Symbol	Name	YTD Return	AUM	Inception
QRPRX	AQR Alternative Risk Premia R6	19.20%	—	Sep 2017	RMDFX vs QRPRX
QRPIX	AQR Alternative Risk Premia Fund	19.14%	—	Sep 2017	RMDFX vs QRPIX
QRPNX	AQR Alternative Risk Premia Fund Class N	19.06%	—	Sep 2017	RMDFX vs QRPNX
MAFIX	Abbey Capital Multi Asset Fund Class I	13.26%	—	Apr 2018	RMDFX vs MAFIX
QSPRX	AQR Style Premia Alternative R6	12.86%	—	Sep 2014	RMDFX vs QSPRX

Lowest Volatility Alternatives to RMDFX

RMDFX has 4.65% 1-year volatility. There are 23 mutual funds in the Multistrategy category with lower 1-year volatility, going as low as 1.23%.

Symbol	Name	Volatility 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	1.23%	—	Aug 2017	RMDFX vs ARBIX
ADAIX	AQR Diversified Arbitrage Fund Class I	1.40%	—	Jan 2009	RMDFX vs ADAIX
ADANX	AQR Diversified Arbitrage Fund Class N	1.43%	—	Jan 2009	RMDFX vs ADANX
TMSRX	T. Rowe Price Multi-Strategy Total Return Fund	1.70%	—	Feb 2018	RMDFX vs TMSRX
TALTX	Morgan Stanley Pathway Funds Alternative Strategie...	2.02%	—	Feb 2018	RMDFX vs TALTX

Lowest Drawdown Alternatives to RMDFX

RMDFX has a 1-year max drawdown of -4.19%. There are 30 mutual funds in the Multistrategy category with shallower 1-year drawdowns, going as shallow as -0.39%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ADANX	AQR Diversified Arbitrage Fund Class N	-0.39%	—	Jan 2009	RMDFX vs ADANX
ADAIX	AQR Diversified Arbitrage Fund Class I	-0.46%	—	Jan 2009	RMDFX vs ADAIX
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	-0.51%	—	Aug 2017	RMDFX vs ARBIX
SRRIX	Stone Ridge Reinsurance Risk Premium Interval Fund	-0.55%	—	Dec 2013	RMDFX vs SRRIX
TMSRX	T. Rowe Price Multi-Strategy Total Return Fund	-0.83%	—	Feb 2018	RMDFX vs TMSRX

Other Mutual Funds from Aspiriant

The 1 most viewed Aspiriant mutual funds shown here include RMEAX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RMEAX	Aspiriant Risk-Managed Equity Allocation Fund	Global Equities	50	7.07%	—	Apr 2013	RMDFX vs RMEAX

Often Compared With RMDFX

Investors most often compare RMDFX with FSHNX, BINC, EGRIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FSHNX	Fidelity Series High Income Fund	High Yield Bonds	97	3.33%	—	Mar 2011	RMDFX vs FSHNX
BINC	iShares Flexible Income Active ETF	Multisector Bonds	69	1.02%	16.84B	May 2023	RMDFX vs BINC
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	97	6.50%	—	Aug 2010	RMDFX vs EGRIX
QMNNX	AQR Equity Market Neutral Fund N	Equity Market Neutral	7	-5.25%	—	Oct 2014	RMDFX vs QMNNX
AGEPX	American Beacon Frontier Markets Income Fund	Emerging Markets Bonds	98	6.34%	—	Feb 2014	RMDFX vs AGEPX
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	98	17.18%	—	Dec 2002	RMDFX vs TIBAX
IVLU	iShares MSCI Intl Value Factor ETF	Foreign Large Cap Equities	67	13.48%	4.30B	Jun 2015	RMDFX vs IVLU
VOO	Vanguard S&P 500 ETF	S&P 500	75	11.69%	1.60T	Sep 2010	RMDFX vs VOO
QLENX	AQR Long-Short Equity N	Long-Short	58	0.49%	—	Jul 2013	RMDFX vs QLENX
QSPNX	AQR Style Premia Alternative Fund Class N	Multistrategy	52	12.78%	—	Oct 2013	RMDFX vs QSPNX
RYMQX	Guggenheim Series Multi-Hedge Strategies Fund	Multistrategy	66	4.99%	—	Sep 2005	RMDFX vs RYMQX
SRDAX	Stone Ridge Diversified Alternatives Fund	Multistrategy	87	4.76%	—	Apr 2020	RMDFX vs SRDAX
TNMIX	1290 Multi-Alternative Strategies Fund	Multistrategy	90	10.34%	—	Jul 2015	RMDFX vs TNMIX
PASIX	PACE Alternative Strategies Investments	Multistrategy	46	3.55%	—	Apr 2006	RMDFX vs PASIX
CSQAX	Credit Suisse Multialternative Strategy Fund Class...	Multistrategy	6	4.14%	—	Mar 2012	RMDFX vs CSQAX
TNMAX	1290 Multi-Alternative Strategies Fund Class A	Multistrategy	89	10.25%	—	Jul 2015	RMDFX vs TNMAX
BXMIX	Blackstone Alternative Multi-Strategy Fund	Multistrategy	92	3.65%	—	Jun 2014	RMDFX vs BXMIX
GAFYX	AlphaSimplex Global Alternatives Fund	Multistrategy	71	10.52%	—	Sep 2008	RMDFX vs GAFYX
RSBT	Return Stacked Bonds & Managed Futures ETF	Nontraditional Bonds	65	10.66%	97.11M	Feb 2023	RMDFX vs RSBT
ATRFX	Catalyst Systematic Alpha Class I	Multistrategy	8	-0.84%	—	Jul 2014	RMDFX vs ATRFX

Compare RMDFX with Any Fund or Stock

Compare RMDFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair RMDFX with funds that move differently

Aspiriant Defensive Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RMDFX.

Explore RMDFX Diversifiers

Aspiriant Defensive Allocation Fund (RMDFX) Alternatives