Get the free Form N-PX ANNUAL REPORT OF PROXY VOTING RECORD OF THE

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM NP ANNUAL REPORT OF PROXY VOTING RECORD OF Haverford Quality Growth Stock Fund Investment Company Act File Number: 81106400

How to fill out form n-px annual report

How to fill out form n-px annual report:

1. Obtain the necessary documents and information: Before starting to fill out form n-px, gather all the required documents such as financial statements, management discussion, and analysis reports, as well as any supporting information related to investments and portfolio holdings.
2. Familiarize yourself with the SEC guidelines: The Securities and Exchange Commission (SEC) provides specific instructions for filling out the form n-px. It is important to carefully review these guidelines to understand the reporting requirements and ensure compliance.
3. Complete the general information section: Begin by entering the relevant details about the reporting entity, including its name, address, phone number, and the fiscal year-end date.
4. Fill in details about the registered investment company (RIC): If the reporting entity is a registered investment company, provide information about the fund, such as its name, ticker symbol, and SEC file number.
5. Document details about the investment adviser: If the reporting entity is an investment adviser, provide information about the firm, including its name, address, and Securities Act file number.
6. Report details about the filing entity: Specify if the reporting entity is the same as the registered investment company or investment adviser or if it is filing on behalf of them. Provide accurate information about the filing entity as required.
7. Provide information about the audit and fees: Report details about the independent public accountant who audited the financial statements and the fees paid to them.
8. Disclose information about the portfolio holdings: Complete the section regarding the reporting entity's investments and portfolio holdings. Include details such as the name of the issuer, CUSIP number, number of shares held, and any relevant valuation information.
9. Attach required exhibits and attachments: Attach all the necessary exhibits and attachments as specified by the SEC guidelines. These may include financial statements, schedules of portfolio investments, management contracts, and other relevant documents.
10. Review and submit the form: Before submitting the completed form, carefully review all the entered information to ensure accuracy and completeness. Once satisfied, submit the form electronically through the SEC's Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system.

Who needs form n-px annual report?

1. Registered Investment Companies (RICs): RICs such as mutual funds, exchange-traded funds (ETFs), and closed-end funds are required to file the form n-px annual report to disclose their portfolio holdings and other relevant information to the SEC.
2. Investment Advisers: Investment advisers who manage RICs or have separate accounts holding securities are also required to file the form n-px to disclose their holdings and other required information.
3. Shareholders and Potential Investors: The form n-px annual report provides valuable information about a RIC's portfolio holdings, investment strategies, and risk exposures. Shareholders and potential investors can access this public information to make informed investment decisions.

For pdfFiller’s FAQs

What is form n-px annual report?

Form N-PX is a report filed with the Securities and Exchange Commission (SEC) by registered investment companies that are required to disclose how they voted proxies relating to portfolio securities during the past year.

Who is required to file form n-px annual report?

Registered investment companies such as mutual funds, closed-end funds, and ETFs are required to file Form N-PX annually.

How to fill out form n-px annual report?

Form N-PX can be filled out electronically on the SEC's website using the EDGAR system.

What is the purpose of form n-px annual report?

The purpose of Form N-PX is to provide transparency to shareholders regarding how a registered investment company voted on proxy issues.

What information must be reported on form n-px annual report?

Form N-PX must include information on each vote cast regarding portfolio securities, including the subject matter of the vote, how the investment company voted, and any conflicts of interest that arose in connection with the vote.

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