RM Greyhawk Fund — new fund registration

RM Opportunity Trust registered fund series on Form N-1A/A, filed 2022-12-14. Featured series: RM Greyhawk Fund.

Registration

• Registrant / trust: RM Opportunity Trust
• CIK: 0001936117
• Form: N-1A/A
• Filed: 2022-12-14
• State of incorporation: DE
• Accession: 0001580642-22-006268
• Reported net assets: $33.2M

Series & classes (1)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 3.59%
• Management fee: 1.50%
• Net expense ratio: 2.41%
• Other expenses: 1.02%

Investment objective

RM Greyhawk Fund (the Fund) seeks absolute total return with reduced exposure to market volatility relative to major equity market indices.

Advisers

• Rocky Mountain Private Wealth Management, LLC (Advisor)
• Spectrum Asset Management, Inc (Subadvisor)

Other filings by this registrant (2)

• N-1A/A — 2022-11-15
• N-1A — 2022-07-08 (1 new series)

More

• Registrant profile: RM Opportunity Trust
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