Litman Gregory Masters Fund Quote
| MAHIX Fund | USD 9.94 0.01 0.10% |
PerformanceGood
| Odds Of DistressLow
|
Litman Gregory is trading at 9.94 as of the 21st of March 2025; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 9.93. Litman Gregory has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
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. Under normal market conditions, the advisor does not expect to invest more than 25 percent of its total assets in emerging market securities the advisor defines an emerging market country as any country that is included in the MSCI Emerging Markets Index.. More on Litman Gregory Masters
Moving together with Litman Mutual Fund
| 0.92 | MASFX | Litman Gregory Masters | PairCorr |
| 0.92 | MASNX | Litman Gregory Masters | PairCorr |
| 0.95 | MSILX | Litman Gregory Masters | PairCorr |
Moving against Litman Mutual Fund
Litman Mutual Fund Highlights
| Thematic Idea | Aggressive Funds (View all Themes) |
| Fund Concentration | iM Global Partner Fund Management Funds, Large Funds, Nontraditional Bond Funds, Aggressive Funds, Nontraditional Bond, iM Global Partner Fund Management, Large, Nontraditional Bond (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Litman Gregory Masters [MAHIX] is traded in USA and was established 21st of March 2025. Litman Gregory is listed under iM Global Partner Fund Management category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of iM Global Partner Fund Management family. The entity is thematically classified as Aggressive Funds. This fund now has accumulated 82.37 M in assets with minimum initial investment of 10 K. Litman Gregory Masters is currently producing year-to-date (YTD) return of 1.03% with the current yeild of 0.0%, while the total return for the last 3 years was 6.06%.
Check Litman Gregory Probability Of Bankruptcy
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.
Litman Gregory Masters Risk Profiles
| Mean Deviation | 0.1066 | |||
| Semi Deviation | 0.0493 | |||
| Standard Deviation | 0.1418 | |||
| Variance | 0.0201 |
Litman Gregory Against Markets
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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