Litman Gregory Financials
| MSEFX Fund | USD 11.51 0.18 1.59% |
Litman |
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 Precious Metals, Invesco Gold, Europac Gold, Investment Managers, and Franklin Gold. 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.Specialization | World Large-Stock Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US53700T1088 |
| Business Address | Masters Select Funds |
| Mutual Fund Family | iM Global Partner Fund Management |
| Mutual Fund Category | World Large-Stock Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 960 0188 |
| Currency | USD - US Dollar |
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 price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Litman Gregory Masters is roughly 7.21 . 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 fifty with a total number of output elements of eleven. 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 Thematic Clasifications
Litman Gregory Masters is part of Consumer Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in consumer services companies. Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services
This theme covers Funds investing in consumer services companies. Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. Get More Thematic Ideas
Litman Gregory Masters is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Blend category is currently estimated at about 3.95 Billion. Litman Gregory holds roughly 126.13 Million in net asset claiming about 3% of World Large-Stock Blend category.| Consumer Funds | View |
Litman Gregory March 15, 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.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 6.54 | |||
| Value At Risk | (1.43) | |||
| Potential Upside | 1.14 |
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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