Aspiriant Risk-Managed Capital Appreciation Fund
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
Beta
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7-Day Total Return
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90-Day Total Return
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Year to Date Total Return
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Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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NAV
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Aspiriant
Manager/Tenure
(Years)
(Years)
John Allen (18), Marc Castellani (18), Stephen Kawasaki (18)
Website
Address
c/o UMB Fund Services, Inc.
Milwaukee WI - 53212
Milwaukee WI - 53212
Country
United States
Phone Number
877-997-9971
Investment Strategy
The investment seeks long term capital appreciation. The Advisor intends to invest primarily in general or limited partnerships, U.S. and foreign funds (including open-end funds, closed-end funds and exchange-traded funds), corporations, trusts or other investment vehicles (“investment funds”) that invest or trade in a wide range of securities. The fund is non-diversified.