Company profile
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Grizzly Short Fund | GRZZX | -6.01 | 6.7 | -2.37 | 131.6M | 109 | Dec 2021 |
| Leuthold Core ETF | – | 3.61 | -0.57 | 2.01 | 17.39M | 30 | Dec 2021 |
| Leuthold Core Investment Fund | LCORX, LCRIX | 3.1 | -0.26 | 2.54 | 682.09M | 227 | Dec 2021 |
| Leuthold Global Fund | GLBLX, GLBIX | 2.15 | -0.72 | 3.85 | 32.04M | 255 | Dec 2021 |
| Leuthold Select Industries Fund | LSLTX | 6.12 | -1.56 | 4.26 | 17.16M | 103 | Dec 2021 |
Calendar
10 Dec 21
25 May 22
31 Dec 22
Financial reports
N-CEN
Annual report (registered investment company)
10 Dec 21
N-CSR
Certified annual shareholder report (management investment company)
9 Dec 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
9 Jun 21
N-CEN/A
Annual report (registered investment company) (amended)
23 Mar 21
N-CEN/A
Annual report (registered investment company) (amended)
23 Mar 21
N-CEN/A
Annual report (registered investment company) (amended)
19 Mar 21
N-CEN
Annual report (registered investment company)
8 Dec 20
N-CSR
Certified annual shareholder report (management investment company)
4 Dec 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Jun 20
N-CEN
Annual report (registered investment company)
13 Dec 19
Current reports
No filings
Registration and prospectus
8-A12B
Registration of securities on exchange
5 Jan 20
N-14/A
Registration statement for investment companies business combination (amended)
16 Oct 13
N-14/A
Registration statement for investment companies business combination (amended)
15 Oct 13
N-14
Registration statement for investment companies business combination
15 Sep 13
425
Business combination disclosure
29 Aug 13
N-14/A
Registration statement for investment companies business combination (amended)
28 Jan 10
N-14/A
Registration statement for investment companies business combination (amended)
27 Jan 10
N-14
Registration statement for investment companies business combination
28 Dec 09
Proxies
N-PX
Annual report of proxy voting record
18 Aug 21
N-PX
Annual report of proxy voting record
24 Aug 20
N-PX
Annual report of proxy voting record
20 Aug 19
N-PX
Annual report of proxy voting record
22 Aug 18
N-PX
Annual report of proxy voting record
29 Aug 17
N-PX
Annual report of proxy voting record
22 Aug 16
N-PX
Annual report of proxy voting record
24 Aug 15
N-PX
Annual report of proxy voting record
24 Aug 14
N-PX
Annual report of proxy voting record
28 Aug 13
DEF 14A
Definitive proxy
4 Apr 13
Other
CERT
Certification of approval for exchange listing
6 Jan 20
CORRESP
Correspondence with SEC
29 Dec 19
CORRESP
Correspondence with SEC
16 Dec 19
CORRESP
Correspondence with SEC
4 Apr 19
CORRESP
Correspondence with SEC
28 Jan 16
EFFECT
Notice of effectiveness
17 Oct 13
CORRESP
Correspondence with SEC
15 Oct 13
CORRESP
Correspondence with SEC
15 Sep 13
CORRESP
Correspondence with SEC
17 Mar 13
CORRESP
Correspondence with SEC
5 May 10
Ownership
NPORT-P
Leuthold Select Industries Fund (Dec 2021 report)
1 Mar 22
NPORT-P
Leuthold Global Fund (Dec 2021 report)
1 Mar 22
NPORT-P
Grizzly Short Fund (Dec 2021 report)
1 Mar 22
NPORT-P
Leuthold Core Investment Fund (Dec 2021 report)
1 Mar 22
NPORT-P
Leuthold Core ETF (Dec 2021 report)
1 Mar 22
SC 13G/A
Invesco CurrencyShares Japanese Yen Trust / LEUTHOLD FUNDS ownership change
2 Feb 22
NPORT-P
Leuthold Core Investment Fund (Sep 2021 report)
15 Nov 21
NPORT-P
Leuthold Select Industries Fund (Sep 2021 report)
15 Nov 21
NPORT-P
Leuthold Core ETF (Sep 2021 report)
15 Nov 21
NPORT-P
Leuthold Global Fund (Sep 2021 report)
15 Nov 21