Litman Gregory Masters Fund Quote
| MSEFX Fund | USD 11.58 0.41 3.42% |
PerformanceWeakest
| Odds Of DistressLow
|
Litman Gregory is trading at 11.58 as of the 19th of December 2025; that is 3.42 percent down since the beginning of the trading day. The fund's open price was 11.99. Litman Gregory has about a 23 % 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 20th of September 2025 and ending today, the 19th of December 2025. Click here to learn more.
Under normal conditions, each sub-advisor manages a portion of the funds assets by independently managing a portfolio typically composed of at least 5, but not more than 15, stocks. Litman Gregory is traded on NASDAQ Exchange in the United States. More on Litman Gregory Masters
Litman Mutual Fund Highlights
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 29th of April 2025 |
| Fiscal Year End | December |
Litman Gregory Masters [MSEFX] is traded in USA and was established 19th of December 2025. Litman Gregory is listed under iM Global Partner Fund Management category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of iM Global Partner Fund Management family. This fund now has accumulated 87.91 M in assets with minimum initial investment of 10 K. Litman Gregory Masters is currently producing year-to-date (YTD) return of 2.76% with the current yeild of 0.01%, while the total return for the last 3 years was 7.76%.
Check Litman Gregory Probability Of Bankruptcy
Instrument Allocation
Top Litman Gregory Masters Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| WFC | Wells Fargo | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| TEL | TE Connectivity | Stock | Information Technology | |
| NOW | ServiceNow | Stock | Information Technology | |
| NFLX | Netflix | Etf | Communication Services | |
| LEA | Lear Corporation | Stock | Consumer Discretionary |
Litman Gregory Masters Risk Profiles
| Mean Deviation | 0.5708 | |||
| Standard Deviation | 0.7907 | |||
| Variance | 0.6252 | |||
| Risk Adjusted Performance | (0.09) |
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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