Litman Gregory Masters Fund Quote
| MASFX Fund | USD 10.89 0.02 0.18% |
PerformanceSolid
| Odds Of DistressLow
|
Litman Gregory is trading at 10.89 as of the 21st of March 2025; that is 0.18 percent up since the beginning of the trading day. The fund's open price was 10.87. Litman Gregory has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid 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.
Over the long term, the goal of the advisor to the fund, is to achieve an annualized return of CE BofAML U.S. 3-Month Treasury Index plus a range of 4 percent to 8. 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.. More on Litman Gregory Masters
Moving together with Litman Mutual Fund
Litman Mutual Fund Highlights
| Fund Concentration | iM Global Partner Fund Management Funds, Large Funds, Multistrategy Funds, Multistrategy, iM Global Partner Fund Management (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Litman Gregory Masters [MASFX] 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 Multistrategy category and is part of iM Global Partner Fund Management family. This fund now has accumulated 903.04 M in assets with minimum initial investment of 100 K. Litman Gregory Masters is currently producing year-to-date (YTD) return of 1.21% with the current yeild of 0.04%, while the total return for the last 3 years was 2.74%.
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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.
Top Litman Gregory Masters Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| ORCL | Oracle | Stock | Information Technology | |
| MBLY | Mobileye Global Class | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SPGI | SP Global | Stock | Financials | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology | |
| INFO | Harbor ETF Trust | Etf | Large Blend | |
| AWH | Aspira Womens Health | Stock | Health Care |
Litman Gregory Masters Risk Profiles
| Mean Deviation | 0.112 | |||
| Semi Deviation | 0.0809 | |||
| Standard Deviation | 0.1534 | |||
| Variance | 0.0235 |
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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