Our Fund Documents

Adviser Literature

• Client Relationship Summary
• Form ADV Part 2

Fund Literature

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

Leuthold Funds Applications

• Regular Application/New Account
• IRA Application
• Coverdell Education Savings Account Application
• IRA
• 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 9/30/2025
• Leuthold Core Investment Fund - Institutional TSR 9/30/2025
• Leuthold Global Fund - Retail TSR 9/30/2025
• Leuthold Global Fund - Institutional TSR 9/30/2025
• Leuthold Select Industries Fund TSR 9/30/2025
• Leuthold Grizzly Short Fund TSR 9/30/2025
• Leuthold Core ETF TSR 9/30/2025
• Leuthold Funds Financial Statements 9/30/2025
• Quarterly Holdings 6/30/2025
• 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

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

• 2025
• Form 8937 Leuthold Grizzly Short Fund Reverse Stock Split