# American Israeli Shared Values Capital Appreciation Fund — new fund registration

American Israeli Shared Values Trust registered 1 new fund series on Form N-1A, filed 2007-09-14. Featured series: American Israeli Shared Values Capital Appreciation Fund.

## Registration

- Registrant / trust: American Israeli Shared Values Trust
- CIK: 0001412409
- Form: N-1A
- Filed: 2007-09-14
- Accession: 0001162044-07-000560

## Series & classes (1)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [American Israeli Shared Values Capital Appreciation Fund](https://search.stillhousedata.com/fund/S000019655) | American Israeli Shared Values Capital Appreciation Fund | — | Yes |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.25%
- Gross expense ratio: 2.01%
- Management fee: 1.75%
- Net expense ratio: 1.49%
- Other expenses: 0.00%

## Investment objective

The Fund seeks long-term capital appreciation.

## Other filings by this registrant (2)

- [485APOS — 2010-01-29](https://search.stillhousedata.com/launch/0001162044-10-000037)
- [N-1A/A — 2007-12-07](https://search.stillhousedata.com/launch/0001162044-07-000685)

## More

- [Registrant profile: American Israeli Shared Values Trust](https://search.stillhousedata.com/registrant/1412409)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001162044-07-000560.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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