Forum Funds has submitted its N-CEN report, providing important updates on its financial status as of August 31, 2026. This filing is significant for the investment industry as it enhances transparency regarding the operations and management of its funds.

Forum Funds, an investment company based in Portland, Maine, is known for managing various funds, including the MAI Managed Volatility Fund. The company has been active in filing reports with the SEC, with its most recent submissions including the N-CEN report on November 13, 2026, and the NPORT-P report on November 12, 2026.

The N-CEN filing indicates that Forum Funds is committed to maintaining compliance with regulatory requirements. The report highlights the management structure of the MAI Managed Volatility Fund, which includes two classes: Institutional and Investor. Both classes are managed under the oversight of MAI Capital Management, LLC.

According to the filing, the MAI Managed Volatility Fund has a total of 10 series and is classified as a diversified company. The report also notes that the fund has not experienced any material weaknesses in its internal controls, which is crucial for ensuring the reliability of financial reporting.

This update may affect various stakeholders, including investors, fund managers, and regulatory bodies, as it provides insights into the operational integrity of Forum Funds. The filing also reaffirms the company's commitment to transparency and accountability in managing its funds.

As for what’s next, the filing does not specify any forthcoming actions or changes. Stakeholders will likely await further updates or additional filings from Forum Funds to gauge any developments in their operations.