Litman Gregory Masters Fund Quote
| MASNX Fund | USD 10.93 0.00 0.00% |
PerformanceVery Weak
| Odds Of DistressLow
|
Litman Gregory is trading at 10.93 as of the 12th of July 2025; that is No Change since the beginning of the trading day. The fund's open price was 10.93. Litman Gregory has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of June 2025 and ending today, the 12th of July 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
Litman Mutual Fund Highlights
| Fund Concentration | iM Global Partner Fund Management Funds, Large Blend Funds, Multistrategy Funds, Multistrategy, iM Global Partner Fund Management (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Litman Gregory Masters [MASNX] is traded in USA and was established 12th of July 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 no minimum investment requirementsLitman Gregory Masters is currently producing year-to-date (YTD) return of 1.49% with the current yeild of 0.03%, while the total return for the last 3 years was 2.04%.
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.
Top Litman Gregory Masters Mutual Fund Constituents
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| ORCL | Oracle | Stock | Information Technology | |
| MBLY | Mobileye Global Class | Stock | Consumer Discretionary | |
| SPGI | SP Global | Stock | Financials | |
| INFO | Harbor ETF Trust | Etf | Large Blend | |
| AWH | Aspira Womens Health | Stock | Health Care | |
| AON | Aon PLC | Stock | Financials |
Litman Gregory Top Holders
| QALAX | Quantified Alternative Investment | Mutual Fund | Macro Trading | |
| QALTX | Quantified Alternative Investment | Mutual Fund | Macro Trading |
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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