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OFFICE OF THE GOVERNOR
STATE OF MONTANASTEVE BULLOCK
GOVERNORANGELA McLean
LT. GOVERNOR January 2015
To Montana's Public Safety Community:
Montana has a proud history of lending a hand to those in
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What is a m lean mutual?
A m lean mutual is a form used to report mutual fund holdings by institutional investment managers.
Who is required to file a m lean mutual?
Institutional investment managers with assets under management of $100 million or more are required to file a m lean mutual.
How to fill out a m lean mutual?
A m lean mutual can be filled out electronically using the EDGAR system provided by the Securities and Exchange Commission.
What is the purpose of a m lean mutual?
The purpose of a m lean mutual is to provide transparency and disclosure of mutual fund holdings by institutional investment managers.
What information must be reported on a m lean mutual?
A m lean mutual must include information on the name of the institutional investment manager, the assets under management, and the securities holdings of the mutual funds.
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