Litman Gregory Masters Fund Quote
Litman Gregory is trading at 10.93 as of the 7th of October 2025; that is No Change since the beginning of the trading day. The fund's open price was 10.93. The performance scores are derived for the period starting the 9th of July 2025 and ending today, the 7th of October 2025. Click here to learn more.
Litman Mutual Fund Highlights
| Fund Concentration | iM Global Partner Fund Management Funds, Large Blend Funds, Multistrategy Funds, Multistrategy, iM Global Partner Fund Management (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Litman Gregory Masters [MASNX] is traded in USA and was established 7th of October 2025. Litman Gregory is listed under iM Global Partner Fund Management category by Fama And French industry classification. The fund is listed under Multistrategy category and is part of iM Global Partner Fund Management family. This fund now has accumulated 903.04 M in assets with no minimum investment requirementsLitman Gregory Masters is currently producing year-to-date (YTD) return of 1.49% with the current yeild of 0.03%, while the total return for the last 3 years was 2.04%.
Check Litman Gregory Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Litman Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Litman Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Litman Gregory Masters Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Litman Gregory Masters Mutual Fund Constituents
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| ORCL | Oracle | Stock | Information Technology | |
| MBLY | Mobileye Global Class | Stock | Consumer Discretionary | |
| SPGI | SP Global | Stock | Financials | |
| INFO | Harbor ETF Trust | Etf | Large Blend | |
| AWH | Aspira Womens Health | Stock | Health Care | |
| AON | Aon PLC | Stock | Financials |
Litman Gregory Top Holders
| QALAX | Quantified Alternative Investment | Mutual Fund | Macro Trading | |
| QALTX | Quantified Alternative Investment | Mutual Fund | Macro Trading |
Litman Gregory Against Markets
Litman Gregory Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Litman Gregory mutual fund to make a market-neutral strategy. Peer analysis of Litman Gregory could also be used in its relative valuation, which is a method of valuing Litman Gregory by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Litman Mutual Fund
Litman Gregory financial ratios help investors to determine whether Litman Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Litman with respect to the benefits of owning Litman Gregory security.
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