Our Fund Documents
Leuthold Form ADV & Client Relationship Summary
Leuthold Funds Prospectus & Statement of Additional Information
Leuthold Funds Applications
- Regular Application/New Account
- IRA Application
- Coverdell Education Savings Account Application
- IRA & Coverdell Education Savings Account Disclosure & Agreement
- IRA Transfer Form
- Beneficiary Payout Form IRA Assets
- Certification of Beneficial Owners Form
- Entity Application/New Account
- Beneficiary Designation Form
Reports
- Leuthold Core Investment Fund - Retail TSR 3/31/2025
- Leuthold Core Investment Fund - Institutional TSR 3/31/2025
- Leuthold Global Fund - Retail TSR 3/31/2025
- Leuthold Global Fund - Institutional TSR 3/31/2025
- Leuthold Select Industries ETF TSR 3/31/2025
- Leuthold Grizzly Short Fund TSR 3/31/2025
- Leuthold Core ETF TSR 3/31/2025
- Leuthold Funds Financial Statements 3/31/2025
- Quarterly Holdings 12/31/2024
- Leuthold Core Investment Fund - Retail TSR 9/30/2024
- Leuthold Core Investment Fund - Institutional TSR 9/30/2024
- Leuthold Global Fund - Retail TSR 9/30/2024
- Leuthold Global Fund - Institutional TSR 9/30/2024
- Leuthold Select Industries Fund TSR 9/30/2024
- Leuthold Grizzly Short Fund TSR 9/30/2024
- Leuthold Core ETF TSR 9/30/2024
- Leuthold Funds Financial Statements 9/30/2024
- Quarterly Holdings 6/30/2024
Proxy Voting
Prime Obligations Fund Documents
- Prime Obligations Prospectus
- Prime Obligations Regular Application
- Prime Obligations IRA Application