Our Fund Documents

Leuthold Form ADV & Client Relationship Summary

• Client Relationship Summary
• Form ADV Part 2

Leuthold Funds Prospectus & Statement of Additional Information

• Prospectus
• 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
• Beneficiary Payout Form IRA Assets
• Certification of Beneficial Owners Form
• Entity Application/New Account
• Beneficiary Designation Form

Reports

• 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
• Semi Annual Report 3/31/2024
• Quarterly Holdings 12/31/2023

Proxy Voting

• Annual Report of Proxy Voting Record
• Proxy Voting Record

Prime Obligations Fund Documents

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

Tax Forms

• 2023 Income from U.S. Government Obligations
• Form 8937 Leuthold Grizzly Short Fund Reverse Stock Split