Litman Gregory Financials

MAHIX Fund  USD 9.97  0.02  0.20%   
You can make use of Litman Gregory Masters fundamental data analysis to find out if markets are presently mispricing the entity. We were able to collect and analyze data for fourteen available fundamentals for Litman Gregory, which can be compared to its peers in the industry. The fund experiences a normal downward trend and little activity. Check odds of Litman Gregory to be traded at $9.87 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Litman Gregory Fund Summary

Litman Gregory competes with Gabelli Convertible, Virtus Convertible, Fidelity Convertible, Putnam Convertible, and Absolute Convertible. The fund invests in a mix of strategies that the advisor believes offer risk-return characteristics that are attractive individually and even more compelling collectively. Litman Gregory is traded on NASDAQ Exchange in the United States.
Specialization
Nontraditional Bond, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressMasters Select Funds
Mutual Fund FamilyiM Global Partner Fund Management
Mutual Fund CategoryNontraditional Bond
BenchmarkDow Jones Industrial
Phone800 960 0188
CurrencyUSD - US Dollar

Litman Gregory Key Financial Ratios

Litman Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Litman Gregory's current stock value. Our valuation model uses many indicators to compare Litman Gregory value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Litman Gregory competition to find correlations between indicators driving Litman Gregory's intrinsic value. More Info.
Litman Gregory Masters is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about  1,824  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Litman Gregory's earnings, one of the primary drivers of an investment's value.

Litman Gregory Masters Systematic Risk

Litman Gregory's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Litman Gregory volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Litman Gregory Masters correlated with the market. If Beta is less than 0 Litman Gregory generally moves in the opposite direction as compared to the market. If Litman Gregory Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Litman Gregory Masters is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Litman Gregory is generally in the same direction as the market. If Beta > 1 Litman Gregory moves generally in the same direction as, but more than the movement of the benchmark.
Litman Gregory Masters is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Nontraditional Bond category is currently estimated at about 5.19 Billion. Litman Gregory claims roughly 82.37 Million in net asset contributing just under 2% to funds under Nontraditional Bond category.

Litman Gregory March 1, 2025 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Litman Gregory help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Litman Gregory Masters. We use our internally-developed statistical techniques to arrive at the intrinsic value of Litman Gregory Masters based on widely used predictive technical indicators. In general, we focus on analyzing Litman Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Litman Gregory's daily price indicators and compare them against related drivers.

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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