# CVR Dynamic Allocation Fund — new fund registration

FORUM FUNDS II registered 1 new fund series on Form 485APOS, filed 2013-10-10. Featured series: CVR Dynamic Allocation Fund.

## Registration

- Registrant / trust: FORUM FUNDS II
- CIK: 0001576367
- Form: 485APOS
- Filed: 2013-10-10
- State of incorporation: DE
- Accession: 0001435109-13-000452

## Series & classes (2)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [CVR Dynamic Allocation Fund](https://search.stillhousedata.com/fund/S000043548) | Institutional Shares | — | Yes |
| [CVR Dynamic Allocation Fund](https://search.stillhousedata.com/fund/S000043548) | Investor Shares | — | Yes |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.00%
- Gross expense ratio: 2.24%
- Management fee: 1.10%
- Net expense ratio: 1.65%
- Other expenses: 1.14%

## Investment objective

The CVR Dynamic Allocation Fund (the Fund) seeks long-term capital appreciation while preserving capital in declining markets.

## Advisers

- [CVR Portfolio Funds LLC (Advisor)](https://search.stillhousedata.com/firm/169227)
- [ROW Asset Management, LLC (Subadvisor)](https://search.stillhousedata.com/firm/168336)

## Other filings by this registrant (15)

- [485APOS — 2026-04-15 (2 new series)](https://search.stillhousedata.com/launch/0001398344-26-006575)
- [485APOS — 2023-11-17 (2 new series)](https://search.stillhousedata.com/launch/0001398344-23-020844)
- [485APOS — 2022-12-23](https://search.stillhousedata.com/launch/0001398344-22-024940)
- [485APOS — 2022-01-14 (2 new series)](https://search.stillhousedata.com/launch/0001398344-22-000593)
- [485APOS — 2020-09-28](https://search.stillhousedata.com/launch/0001398344-20-019195)
- [485APOS — 2020-05-15 (2 new series)](https://search.stillhousedata.com/launch/0001398344-20-010771)
- [485APOS — 2019-01-28](https://search.stillhousedata.com/launch/0001398344-19-001166)
- [485APOS — 2018-09-27 (1 new series)](https://search.stillhousedata.com/launch/0001398344-18-014082)
- [485APOS — 2018-01-17 (1 new series)](https://search.stillhousedata.com/launch/0001398344-18-000669)
- [485APOS — 2017-12-15](https://search.stillhousedata.com/launch/0001398344-17-015916)
- [485APOS — 2017-11-22](https://search.stillhousedata.com/launch/0001398344-17-015060)
- [485APOS — 2017-07-19 (2 new series)](https://search.stillhousedata.com/launch/0001435109-17-000471)

## More

- [Registrant profile: FORUM FUNDS II](https://search.stillhousedata.com/registrant/1576367)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001435109-13-000452.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.