Aspiriant Risk Managed Equity Fund Quote
| RMEAX Fund | USD 16.72 0.01 0.06% |
PerformanceStrong
| Odds Of DistressLow
|
Aspiriant Risk is trading at 16.72 as of the 19th of July 2025; that is 0.06 percent up since the beginning of the trading day. The fund's open price was 16.71. Aspiriant Risk 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 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in equity securities. It also may invest in securities that provide exposure to equity securities . The fund will hold a broad and diverse group of equity securities of companies in countries with developed and emerging markets, which are considered developed or emerging based upon the market definition used by the MSCI ACWI Index .. More on Aspiriant Risk Managed Equity
Moving together with Aspiriant Mutual Fund
Aspiriant Mutual Fund Highlights
| Fund Concentration | Aspiriant Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Aspiriant, Large Blend, World Large-Stock Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
Aspiriant Risk Managed Equity [RMEAX] is traded in USA and was established 19th of July 2025. Aspiriant Risk is listed under Aspiriant category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Aspiriant family. This fund at this time has accumulated 1.14 B in assets with no minimum investment requirementsAspiriant Risk Managed is currently producing year-to-date (YTD) return of 8.34% with the current yeild of 0.01%, while the total return for the last 3 years was 13.61%.
Check Aspiriant Risk 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 Equity 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 Equity Mutual Fund Constituents
| T | ATT Inc | Stock | Communication Services | |
| INTC | Intel | Stock | Information Technology | |
| III | Information Services Group | Stock | Industrials | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| PFE | Pfizer Inc | Stock | Health Care | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples | |
| AAPL | Apple Inc | Stock | Information Technology |
Aspiriant Risk Managed Risk Profiles
| Mean Deviation | 0.4193 | |||
| Semi Deviation | 0.1811 | |||
| Standard Deviation | 0.5778 | |||
| Variance | 0.3339 |
Aspiriant Risk Against Markets
Other Information on Investing in Aspiriant Mutual Fund
Aspiriant Risk 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 security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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| Fundamental Analysis View fundamental data based on most recent published financial statements |