Our Fund Documents

Leuthold Form ADV & Client Relationship Summary

• Client Relationship Summary
• Form ADV Part 2

Leuthold Funds Prospectus & Statement of Additional Information

• Prospectus
• Prospectus Supplement
• Leuthold Funds Statement of Additional Information

Leuthold Funds Applications

Leuthold Funds Applications


• Regular Application/New Account
• IRA Application
• Coverdell Education Savings Account Application
• IRA & Coverdell Education Savings Account Disclosure & Agreement
• IRA Transfer Form
• Certification of Beneficial Owners Form
• Entity Application/New Account

Reports

• Quarterly Holdings 6/30/2021
• Semi Annual Report 3/31/2021
• Quarterly Holdings 12/31/2020
• Annual Report 9/20/2020

Prime Obligations Fund Documents

• Prime Obligations Prospectus
• Prime Obligations Regular Application
• Prime Obligations IRA Application

XBRL

• XBRL 485B

Tax Forms

• 2019 Income from U.S. Government Obligations
• Form 8937 Grizzly Short Fund Reverse Stock Split