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
Leuthold Funds Applications
Reports
- Quarterly Holdings 12/31/2022
- Annual Report 9/30/2022
- Quarterly Holdings 6/30/2022
- Semi Annual Report 3/31/2022
Prime Obligations Fund Documents
- Prime Obligations Prospectus
- Prime Obligations Regular Application
- Prime Obligations IRA Application