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Name: Fillable Online Leuthold Core Investment Fund Schedule of Investments Fax Email Print - pdfFiller
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This document represents the schedule of investments for the Leuthold Core Investment Fund as of December 31, 2023. It provides a detailed breakdown of the fund\'s investment in various asset classes, including common stocks, exchange-traded funds, U.S. Treasury obligations, and foreign government bonds. The report is unaudited and includes information on the fair value exposure of the investments along with their values.

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How to fill out nport-p

01

Begin by gathering all necessary information related to the investment funds.

02

Obtain the current version of the NPORT-P form from the appropriate regulatory website.

03

Fill out the identification section with the fund's name and details.

04

Provide information on the portfolio holdings, including values as of the reporting date.

05

Include details on the fund's share classes and other pertinent performance metrics.

06

Review the form for completeness and accuracy before submission.

07

Submit the completed NPORT-P form electronically, adhering to the specified deadlines.

Who needs nport-p?

01

Registered investment companies and funds required to report their portfolio holdings on a regular basis.

02

Investment managers responsible for regulatory compliance.

03

Financial institutions offering investment products that need to disclose portfolio information.

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What is nport-p?

NPORT-P is a reporting form required by the SEC for investment companies to provide information about portfolio holdings on a monthly basis.

Who is required to file nport-p?

Registered management investment companies and unit investment trusts are required to file NPORT-P.

How to fill out nport-p?

To fill out NPORT-P, investment companies must compile portfolio holdings data as of the reporting date and complete the form according to the SEC's specified instructions.

What is the purpose of nport-p?

The purpose of NPORT-P is to enhance transparency in the mutual fund industry by providing the SEC and investors with timely information about fund portfolio holdings.

What information must be reported on nport-p?

NPORT-P requires reporting of detailed information about the fund's portfolio holdings, including the types of securities, their market value, and any other relevant details.

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