About RMDFX
Aspiriant Defensive Allocation Fund is a mutual fund designed to achieve long-term returns while reducing risk and volatility compared to traditional stock markets. This fund operates as a "fund-of-funds," meaning it invests primarily in other mutual funds, ETFs, and private funds managed by unaffiliated advisers using a mix of traditional and alternative strategies. Its core purpose is to deliver steady performance across various market conditions, aiming for moderate gains during rising or flat markets and to mitigate losses during periods of market dislocation.
The fund strategically allocates assets among a wide range of non-traditional and alternative investments, including long/short strategies, market neutral approaches, global macro, managed futures, relative value arbitrage, and convertible arbitrage. By combining these strategies, the fund maintains low correlation to major stock and bond indexes, providing diversification and capital protection for investors. As of mid-2025, the fund managed nearly $1 billion in assets and typically held around a dozen underlying investments spanning global regions and asset classes. This unique approach positions the Aspiriant Defensive Allocation Fund as a resilient, adaptive component within diversified portfolios, serving investors seeking to lower portfolio risk while capturing diverse sources of return.
Fund Family Aspiriant
Category Multistrategy
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol RMDFX
Index Index is not available on Lipper Database
RMDFX had a total return of 18.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.25%.
