C
Aspiriant Defensive Allocation Fund RMDFX
NASDAQ
Recommendation
NAV
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Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
0
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
Qualified Investment, Phone Exchange, Wire Redemption
Top Holdings
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Performance
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Company Information
Provider
Aspiriant
Manager/Tenure
(Years)
John Allen (9), Marc Castellani (9)
Address
c/o UMB Fund Services, Inc.
Milwaukee WI - 53212
Country
United States
Phone Number
877-997-9971
Investment Strategy
The investment seeks to achieve long-term investment returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes. The fund is a "fund-of-funds" that seeks to provide an investment return that has lower volatility than traditional asset classes (i.e., public equity and investment grade bonds) by combining several non-traditional or alternative asset class exposures, including investments that focus on a specialized asset class such as long-short strategies. It is non-diversified.
Weiss Ratings