Aspiriant Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return1.432.7411.77-1.867.67
    Category Average1.022.7710.80-3.848.75
    Assets for Each Yr*1.132.033.213.534.31
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.67 5.02 3.05

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,306 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.0 27.33 0.30 Very Low
    Municipal Bond 5.0 35.83 0.34 Very Low
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Aspiriant Risk-Managed Equit 64 --

    Worst 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Aspiriant Risk-Managed Equit 64 --

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Aspiriant Defensive John Allen 3.80
    Aspiriant Risk-Manag Ran Leshem 3.30
    Aspiriant Risk-Manag Douglas M. Baker 3.10
    Aspiriant Risk-Manag John Allen 1.50

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Aspiriant Risk-Manag John Allen 1.50
    Aspiriant Risk-Manag Douglas M. Baker 3.10
    Aspiriant Risk-Manag Ran Leshem 3.30
    Aspiriant Defensive John Allen 3.80