Aspiration Redwood Fund — new fund registration

Aspiration Funds registered fund series on Form 485APOS, filed 2024-11-29. Featured series: Aspiration Redwood Fund.

Registration

• Registrant / trust: Aspiration Funds
• CIK: 0001594854
• Form: 485APOS
• Filed: 2024-11-29
• State of incorporation: DE
• Accession: 0001594854-24-000041
• Reported net assets: $135.8M

Series & classes (1)

Fees (from the effective prospectus)

• 12b-1 fee: 0.00%
• Gross expense ratio: 2.87%
• Management fee: 2.00%
• Net expense ratio: 2.50%
• Other expenses: 0.87%

Investment objective

The primary investment objective of the GreenFi Redwood Fund (the Fund) is to maximize total return, consisting of capital appreciation and current income.

Advisers

• Mission Investment Advisors LLC (Advisor)
• UBS Asset Management (Americas) Inc. (Subadvisor)

Other filings by this registrant (7)

• 485APOS — 2015-08-19
• 485APOS — 2015-03-27 (1 new series)
• N-1A/A — 2014-09-23
• N-1A/A — 2014-08-15
• N-1A/A — 2014-06-19
• N-1A/A — 2013-12-23
• N-1A — 2013-12-20 (1 new series)

More

• Registrant profile: Aspiration Funds
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