RMEAX – Aspiriant Risk-Managed Equity Allc Adv Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation while considering federal tax implications of investment decisions. The fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in equity securities. It also may invest in securities that provide exposure to equity securities (i.e., rights, warrants, and investment company shares). The fund will hold a broad and diverse group of equity securities of companies in countries with developed and emerging markets, which are considered developed or emerging based upon the market definition used by the MSCI ACWI Index (the “MSCI Index”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RMEAX	Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares	No Load	Open			Apr 4, 2013	$1.47B	0.950%	Average	$0	−$125.78M

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