Litman Gregory is trading at 11.73 as of the 14th of May 2025; that is 1.73 percent up since the beginning of the trading day. The fund's open price was 11.53. Litman Gregory has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 13th of February 2025 and ending today, the 14th of May 2025. Click here to learn more.
Under normal conditions, each sub-advisor manages a portion of the funds assets by independently managing a portfolio typically composed of at least 10, but not more than 35, stocks. The fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities.. More on Litman Gregory Masters
Litman Gregory Masters [MSEFX] is traded in USA and was established 14th of May 2025. Litman Gregory is listed under iM Global Partner Fund Management category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of iM Global Partner Fund Management family. This fund now has accumulated 126.13 M in assets with minimum initial investment of 10 K. Litman Gregory Masters is currently producing year-to-date (YTD) return of 2.16% with the current yeild of 0.01%, while the total return for the last 3 years was 5.31%.
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Instrument Allocation
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.
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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.