# Gurtin California Municipal Intermediate Value Fund — new fund registration

FORUM FUNDS II registered 2 new fund series on Form 485APOS, filed 2015-08-14. Featured series: Gurtin California Municipal Intermediate Value Fund.

## Registration

- Registrant / trust: FORUM FUNDS II
- CIK: 0001576367
- Form: 485APOS
- Filed: 2015-08-14
- State of incorporation: DE
- Accession: 0001435109-15-000770

## Series & classes (4)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Gurtin California Municipal Intermediate Value Fund](https://search.stillhousedata.com/fund/S000051358) | Institutional Shares | — | Yes |
| [Gurtin California Municipal Intermediate Value Fund](https://search.stillhousedata.com/fund/S000051358) | Investor Shares | — | Yes |
| [Gurtin National Municipal Intermediate Value Fund](https://search.stillhousedata.com/fund/S000051359) | Institutional Shares | — | Yes |
| [Gurtin National Municipal Intermediate Value Fund](https://search.stillhousedata.com/fund/S000051359) | Investor Shares | — | Yes |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.00%
- Gross expense ratio: 0.62%
- Management fee: 0.35%
- Net expense ratio: 0.39%
- Other expenses: 0.27%

## Investment objective

The investment objective of the Gurtin California Municipal Intermediate Value Fund (the Fund) is to provide current income exempt from regular federal income tax and California state personal income taxes while seeking to preserve capital and liquidity.

## Advisers

- [Gurtin Municipal Bond Management (Advisor)](https://search.stillhousedata.com/firm/143597)

## 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/0001435109-15-000770.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.