LITMAN GREGORY Competition

MSILX Fund

USD 21.45 -0.20 -0.92%

The fund is listed under the Foreign Large Blend category and is part of the iM Global Partner Fund Management family. Litman Gregory Masters is often compared with IMGP SBH, LITMAN GREGORY, LITMAN GREGORY, and IM Dolan and additional peers. This peer view supports relative benchmarking. Peer comparison for LITMAN GREGORY provides quick context before deeper valuation work.

Correlation: LITMAN GREGORY vs IM Dolan View

Poor diversification

For the present investment horizon, the measured correlation between MSILX and IDMIX stands at 0.62, or Poor diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with LITMAN Mutual Fund

0.9	PFSVX	Imgp Sbh Focused	Pair Corr
0.76	MAHIX	Litman Gregory Masters	Pair Corr
0.62	MSEFX	Litman Gregory Masters	Pair Corr
0.62	IDMIX	Im Dolan Mceniry	Pair Corr

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The mean reversion effect in LITMAN GREGORY is stronger when the initial deviation was driven by sentiment rather than fundamental change. Identifying the root cause of LITMAN GREGORY's price dislocation is essential before acting.

Hype

Prediction

Low	Estimated	High
20.57	21.46	22.35

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Intrinsic

Valuation

Low	Real	High
20.83	21.72	22.61

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Naive

Forecast

Low	Next	High
20.08	20.96	21.85

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Bollinger

Band Projection (param)

Lower	Middle Band	Upper
21.81	22.94	24.07

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Competitive positioning is a critical dimension of LITMAN GREGORY analysis. Understanding where Litman Gregory Masters stands relative to its peers on returns, growth, and valuation helps investors assess whether its advantage is sustainable.

LITMAN GREGORY Competition Correlation Matrix

Correlation analysis between Litman Gregory Masters and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	PFSVX	MAHIX	MSEFX	IDMIX
PFSVX		0.66	0.63	0.54	PFSVX
MAHIX	0.66		0.43	0.81	MAHIX
MSEFX	0.63	0.43		0.49	MSEFX
IDMIX	0.54	0.81	0.49		IDMIX
	PFSVX	MAHIX	MSEFX	IDMIX

Risk-Adjusted Indicators

There is a big difference between LITMAN Mutual Fund performing well and LITMAN GREGORY Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze LITMAN GREGORY's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PFSVX	0.99	0.04	0.00	-0.01	0.00	0.00	2.35	-2.17	6.45
MAHIX	0.09	0.00	0.25	-0.07	0.08	-0.13	0.20	-0.20	0.51
MSEFX	0.57	0.04	0.07	0.02	0.69	-0.65	0.84	-1.20	4.96
IDMIX	0.12	-0.01	0.00	-1.17	0.00	0.00	0.20	-0.30	1.00

LITMAN GREGORY Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	MSILX	PFSVX	MAHIX	MSEFX	IDMIX
	0.92 21.45 LITMAN	0.30 13.47 IMGP	0.10 9.79 LITMAN	0.79 11.35 LITMAN	0.20 9.91 IDMIX
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Weak	Mild	Soft	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Hold	Strong Hold	Cautious Hold
Net Asset	127.53 M	51.81 M	290.25 M	84.65 M	81.59 M
Minimum Initial Investment	10 K	10 K	10 K	10 K	N/A
Price To Book	1.65 X	N/A	N/A	2.61 X	N/A
Five Year Return	4.53 %	N/A	5.01 %	0.20 %	1.91 %
One Year Return	15.53 %	N/A	6.48 %	2.93 %	5.36 %
Last Dividend Paid	0.4	N/A	0.03	N/A	0.01
Price To Earning	16.79 X	N/A	N/A	18.82 X	N/A
Price To Sales	1.18 X	N/A	N/A	1.55 X	N/A
Cash Position Weight	1.97 %	4.05 %	6.91 %	4.73 %	0.46 %
Equity Positions Weight	97.85 %	95.95 %	0.01 %	95.27 %	N/A
Three Year Return	11.33 %	N/A	8.52 %	7.32 %	5.76 %
Annual Yield	0.01 %	0.0001 %	0.07 %	0.0027 %	0.04 %
Year To Date Return	3.11 %	N/A	0.39 %	0.76 %	0.10 %
Bond Positions Weight	N/A	N/A	88.19 %	N/A	5.10 %
Ten Year Return	2.75 %	N/A	N/A	10.40 %	N/A
Day Typical Price	21.45	13.47	9.79	11.35	9.91
Period Momentum Indicator	-0.20	-0.04	-0.01	-0.09	-0.02
Rate Of Daily Change	0.99	1.0	1.0	0.99	1.0
Day Median Price	21.45	13.47	9.79	11.35	9.91
Price Action Indicator	-0.10	-0.02	-0.01	-0.04	-0.01
Coefficient Of Variation	-3,635	-26,133	2464.68	3568.81	-3,755
Mean Deviation	0.6867	0.9858	0.0863	0.5688	0.1179
Jensen Alpha	8.0E-4	0.0431	-0.0017	0.0366	-0.01
Total Risk Alpha	0.0148	0.0589	0.0013	0.0556	-0.01
Sortino Ratio	N/A	N/A	0.249	0.0738	N/A
Downside Variance	N/A	N/A	0.0252	0.5877	N/A
Standard Deviation	0.8596	1.31	0.1163	0.7769	0.1668
Kurtosis	0.2379	0.5419	0.2338	3.5	1.96
Potential Upside	1.17	2.35	0.2035	0.8354	0.2012
Treynor Ratio	-0.04	-0.01	-0.07	0.0213	-1.17
Maximum Drawdown	4.4	6.45	0.5101	4.96	0.9995
Variance	0.7389	1.72	0.0135	0.6036	0.0278
Market Risk Adjusted Performance	-0.03	-0.0016	-0.06	0.0313	-1.16
Risk Adjusted Performance	-0.02	9.0E-4	-0.03	0.022	-0.06
Skewness	-0.44	0.3927	-0.40	0.6265	0.0743
Semi Deviation	N/A	N/A	0.0774	0.6938	N/A
Information Ratio	0.013	0.0228	0.3402	0.0729	0.1821
Value At Risk	-1.43	-2.17	-0.20	-1.20	-0.30
Expected Short fall	N/A	N/A	-0.13	-0.65	N/A
Downside Deviation	N/A	N/A	0.1588	0.7666	N/A
Semi Variance	N/A	N/A	0.006	0.4814	N/A

Peer Performance Charts

How to Analyze LITMAN GREGORY Against Peers

LITMAN GREGORY's peer analysis compares LITMAN GREGORY with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether LITMAN GREGORY trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where LITMAN GREGORY leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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LITMAN GREGORY Competition

Correlation: LITMAN GREGORY vs IM Dolan View

Poor diversification

Moving together with LITMAN Mutual Fund

Specify up to 10 symbols:

LITMAN GREGORY Competition Correlation Matrix

Risk-Adjusted Indicators

LITMAN GREGORY Competitive Analysis

Peer Performance Charts

How to Analyze LITMAN GREGORY Against Peers

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