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RMDFX Aspiriant Defensive Allocation

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Fund RMDFX Aspiriant Defensive Allocation
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Annual Fees
(1.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.43% annual return
Est. savings over 30 yrs
As of 9/30/16
3 YR --
5 YR --
10 YR --
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.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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