RMTBX Mutual Fund
RMTBX Mutual Fund
RMTBX Mutual Fund
Aspiriant Risk-Managed Taxable Bond Fund
RMTBX Mutual Fund Overview
RMTBX Mutual Fund (Aspiriant Risk-Managed Taxable Bond Fund) is managed by Aspiriant Funds with $404.6M in net assets. RMTBX expense ratio is 1.11%, holding 11 positions across various sectors. Inception date: 2018-03-29.
RMTBX performance shows a YTD return of -1.82%. The 1-year return is -0.41% and the 5-year return is 1.27%. RMTBX dividend yield stands at 4.77%, paid quarterly.
RMTBX top holdings include Vanguard Tot Bd Mkt Idx Inst (27.5%), Pimco Inc Fnd Inst (16.4%), Doubleline Total Return Bond Fund (15.0%), Metropolitan West Total Return Bond (9.9%), River Canyon Total Return Bond Fund, Class Institutional (8.6%). Go to all RMTBX holdings, RMTBX sectors, or RMTBX dividends.
RMTBX can be compared against other funds. Use RMTBX overlap to find shared positions, or RMTBX vs another fund for a side-by-side view. RMTBX alternatives are available via the screener, along with tax-loss harvesting opportunities.