Aspiriant Defensive Allocation Fund — new fund registration

Aspiriant Trust registered 1 new fund series on Form 485APOS, filed 2015-08-31. Featured series: Aspiriant Defensive Allocation Fund.

Registration

• Registrant / trust: Aspiriant Trust
• CIK: 0001534881
• Form: 485APOS
• Filed: 2015-08-31
• State of incorporation: DE
• Accession: 0001398344-15-005866
• Reported net assets: $1.1B

Series & classes (1)

Fees (from the effective prospectus)

• 12b-1 fee: 0.00%
• Gross expense ratio: 5.23%
• Management fee: 0.10%
• Net expense ratio: 5.15%
• Other expenses: 0.17%

Investment objective

The Aspiriant Defensive Allocation Fund (the Fund or Defensive Allocation Fund) seeks to achieve long-term investment returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes.

Advisers

• Aspiriant, LLC (Advisor)

Other filings by this registrant (13)

• 485APOS — 2023-06-02
• 485APOS — 2022-06-01
• 485APOS — 2021-04-30
• 485APOS — 2019-05-02
• 485APOS — 2017-08-15 (1 new series)
• 485APOS — 2017-05-02
• 485APOS — 2016-05-02
• 485APOS — 2015-05-01
• 485APOS — 2015-03-30 (1 new series)
• N-1A/A — 2012-12-21
• N-1A/A — 2012-11-05
• N-1A/A — 2012-08-03

More

• Registrant profile: Aspiriant Trust
• This page as markdown (for LLM agents)
• Search all SEC filings, advisers and people on Adviser Search