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This document is a filing with the Securities and Exchange Commission that provides detailed information about the portfolio holdings of an investment company as of a specific date.

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How to fill out form nport-p

01

Download the NPORT-P form from the appropriate regulatory website.

02

Fill out the identification section with your name, address, and contact information.

03

Provide details about the funds being reported, including fund names and investment types.

04

Enter the period for which the report is being submitted.

05

Complete the sections regarding the portfolio holdings, including asset classes and their values.

06

Review any additional schedules or attachments that may be required.

07

Sign and date the form certifying the accuracy of the information provided.

08

Submit the completed form as per the specified submission guidelines.

Who needs form nport-p?

01

Investment companies that are required to report their portfolio holdings to the SEC.

02

Asset managers who manage registered investment companies.

03

Compliance officers and legal teams involved in regulatory reporting.

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What is form nport-p?

Form N-Port-P is a regulatory filing required by the Securities and Exchange Commission (SEC) that provides information about the portfolio holdings and performance of registered investment companies and similar entities.

Who is required to file form nport-p?

Registered investment companies, including mutual funds and exchange-traded funds (ETFs), are required to file Form N-Port-P.

How to fill out form nport-p?

To fill out Form N-Port-P, the filing entity must report various details including portfolio holdings, classifications of investments, and other financial metrics. The form should be completed using the SEC's electronic filing system, EDGAR.

What is the purpose of form nport-p?

The purpose of Form N-Port-P is to enhance transparency regarding the portfolios of investment companies and provide the SEC and investors with timely information about the companies' investment holdings.

What information must be reported on form nport-p?

Form N-Port-P requires reporting on portfolio investments, including the names of the securities, quantity held, value, and classification of the investments, as well as other required financial metrics and disclosures.

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