Managed Portfolio Series has filed an update regarding its LK Balanced Fund, confirming that the form of Prospectus and Statement of Additional Information remains unchanged. This filing is significant as it reflects the company’s adherence to SEC regulations, ensuring that investors have access to accurate and current information.
Managed Portfolio Series, an investment trust based in Milwaukee, Wisconsin, operates under the Central Index Key (CIK) number 0001511699. The company focuses on providing investment solutions through various funds, including the LK Balanced Fund. The recent filing, dated November 4, 2026, is classified under the 497J form type.
The filing states, "the Trust on behalf of its series, the LK Balanced Fund, hereby certifies that the form of Prospectus and Statement of Additional Information that would have been filed under Rule 497(b) or (c) would not have differed from that contained in the most recent amendment for the Fund dated October 28, 2026." This confirms that the information available to investors has not changed since the last amendment.
This update may affect investors and stakeholders in the LK Balanced Fund by reinforcing their confidence in the fund's regulatory compliance and operational transparency. The filing ensures that all necessary disclosures are in place, which is crucial for maintaining investor trust in the investment management industry.
The filing does not say what happens next regarding further updates or changes to the fund.
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