The Institutional Value Equity Portfolio — new fund registration

HIRTLE CALLAGHAN TRUST registered 2 new fund series on Form 485APOS, filed 2008-02-06. Featured series: The Institutional Value Equity Portfolio.

Registration

• Registrant / trust: HIRTLE CALLAGHAN TRUST
• CIK: 0000934563
• Form: 485APOS
• Filed: 2008-02-06
• State of incorporation: DE
• Accession: 0000950152-08-000839
• Reported net assets: $1.1B

Series & classes (2)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 0.21%
• Management fee: 0.12%
• Net expense ratio: 0.31%
• Other expenses: 0.07%

Investment objective

The investment objective of The Institutional Value Equity Portfolio is to provide total return consisting of capital appreciation and current income.

Advisers

• HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC (Advisor)
• Cadence Capital Management, LLC (Subadvisor)
• Mellon Investments Corporation (formerly BNY Mellon Asset Management North America Corporation) (Subadvisor)
• Pacific Investment Management Company, LLC (Subadvisor)
• Parametric Portfolio Associates, LLC (Subadvisor)

Other filings by this registrant (15)

• 485APOS — 2025-08-28
• 485APOS — 2024-08-28
• 485APOS — 2023-08-28
• 485APOS — 2022-08-29
• 485APOS — 2021-08-27
• 485APOS — 2020-08-27
• 485APOS — 2019-08-27
• 485APOS — 2018-08-28
• 485APOS — 2017-08-28
• 485APOS — 2016-08-29
• 485APOS — 2015-10-16 (2 new series)
• 485APOS — 2015-08-28

More

• Registrant profile: HIRTLE CALLAGHAN TRUST
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