UTFOX SEC Filings — Utah Focus Fund

Data updated: 2023-12-14

Five SEC filings are listed: 1 prospectus (latest Oct 20, 2022), 3 quarterly N-PORT holdings reports (latest Nov 22, 2023) and 1 annual N-CEN report (latest Dec 14, 2023).

UTFOX Prospectus (485BPOS)

Objective, strategy, fees and risks. 1 filing on SEC EDGAR.

Filed Oct 20, 2022

UTFOX Portfolio holdings (N-PORT)

Full holdings and monthly flows, filed quarterly. 3 filings on SEC EDGAR.

UTFOX Annual census (N-CEN)

Service providers, brokerage and operations. 1 filing on SEC EDGAR.

Filed Dec 14, 2023

Browse every Utah Focus Fund filing on SEC EDGAR

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.