Cromwell Sustainable Balanced Fund — new fund registration

Total Fund Solution registered 1 new fund series on Form 485APOS, filed 2023-08-16. Featured series: Cromwell Sustainable Balanced Fund.

Registration

• Registrant / trust: Total Fund Solution
• CIK: 0001872253
• Form: 485APOS
• Filed: 2023-08-16
• Accession: 0000894189-23-005672
• Reported net assets: $13.3M

Series & classes (2)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 2.99%
• Management fee: 0.85%
• Net expense ratio: 1.35%
• Other expenses: 1.89%

Investment objective

The investment objective of the Cromwell Balanced Fund (the Fund) is to achieve total return, consisting of current income and long-term capital appreciation.

Advisers

• Cromwell Investment Advisors, LLC (Advisor)
• Aristotle Pacific Capital, LLC (Subadvisor)
• Tran Capital Management LP (Subadvisor)

Other filings by this registrant (9)

• 485APOS — 2023-04-13 (2 new series)
• 485APOS — 2023-01-25
• 485APOS — 2022-10-18 (1 new series)
• 485APOS — 2022-03-16
• 485APOS — 2021-11-24
• 485APOS — 2021-11-23 (2 new series)
• N-1A/A — 2021-11-22
• N-1A/A — 2021-11-12
• N-1A — 2021-08-09 (3 new series)

More

• Registrant profile: Total Fund Solution
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