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⍰ ASK How often do investment companies disclose their portfolio holdings?

Investment companies usually tell everyone what in their portfolio to be clear. How often they do this depends on rules.

In the U.S mutual funds follow SEC rules and show their holdings every three months (Form N-Q) and twice a year (Form N-CSR). Some share every month to keep investors updated.

Hedge funds have more choices. They might share every three months or once a year. Some keep it a secret to stay competitive .
 

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