Frontier Funds Shift Fiscal Year End
| Field | Detail |
|---|---|
| Company | Frontier Heritage Fund |
| Form Type | 8-K |
| Filed Date | Jul 11, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: fiscal-year-change, reporting-change, fund-administration
TL;DR
Frontier Heritage Fund is changing its fiscal year end from Dec 31 to June 30, starting July 1, 2025.
AI Summary
Frontier Heritage Fund, along with Frontier Funds and Frontier Masters Fund, announced a change in their fiscal year end from December 31 to June 30, effective July 1, 2025. This change impacts the reporting periods for these entities, with the next fiscal year ending on June 30, 2026. The filings were made on July 11, 2025.
Why It Matters
This change in fiscal year end will alter the timing of financial reporting for Frontier Heritage Fund and related entities, potentially affecting investor analysis and comparisons with other funds.
Risk Assessment
Risk Level: low — The filing solely concerns a change in fiscal year end, which is an administrative change with no immediate financial implications.
Key Numbers
- June 30 — New Fiscal Year End (Effective date for Frontier Heritage Fund and related entities.)
- December 31 — Old Fiscal Year End (Previous fiscal year end for Frontier Heritage Fund and related entities.)
Key Players & Entities
- Frontier Heritage Fund (company) — Filer of the 8-K
- Frontier Funds (company) — Related entity also changing fiscal year end
- Frontier Masters Fund (company) — Related entity also changing fiscal year end
- July 1, 2025 (date) — Effective date of fiscal year end change
- June 30, 2026 (date) — End of the next fiscal year
FAQ
What is the primary reason for changing the fiscal year end?
The filing does not explicitly state the reason for the change, only that the fiscal year end is changing from December 31 to June 30, effective July 1, 2025.
Which Frontier entities are affected by this change?
Frontier Heritage Fund, Frontier Funds, and Frontier Masters Fund are all listed as having their fiscal year end changed.
When does the new fiscal year officially begin?
The change is effective July 1, 2025, marking the beginning of the new fiscal year.
What will be the end date of the next fiscal year after the change?
The next fiscal year will end on June 30, 2026.
What was the previous fiscal year end date?
The previous fiscal year end date was December 31.
Filing Details
This Form 8-K (Form 8-K) was filed with the SEC on July 11, 2025 regarding Frontier Heritage Fund.