Litman Gregory Masters Fund Quote

MASFX Fund  USD 5.48  0.00  0.00%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Litman Gregory is trading at 5.48 as of the 17th of July 2025; that is No Change since the beginning of the trading day. The fund's open price was 5.48. 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 18th of May 2025 and ending today, the 17th 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

Moving against Litman Mutual Fund

  0.83MSILX Litman Gregory MastersPairCorr
  0.81MAHIX Litman Gregory MastersPairCorr
  0.81BXMYX Blackstone AlternativePairCorr
  0.81QSPRX Aqr Style PremiaPairCorr
  0.81BXMIX Blackstone AlternativePairCorr
  0.81BXMDX Blackstone AlternativePairCorr

Litman Mutual Fund Highlights

Fund ConcentrationiM Global Partner Fund Management Funds, Large Blend Funds, Multistrategy Funds, Multistrategy, iM Global Partner Fund Management (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Litman Gregory Masters [MASFX] is traded in USA and was established 17th 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 minimum initial investment of 100 K. Litman Gregory Masters is currently producing year-to-date (YTD) return of 0.66% with the current yeild of 0.04%, while the total return for the last 3 years was 1.94%.
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

BABAAlibaba Group HoldingStockConsumer Discretionary
ORCLOracleStockInformation Technology
MBLYMobileye Global ClassStockConsumer Discretionary
UNHUnitedHealth Group IncorporatedStockHealth Care
SPGISP GlobalStockFinancials
NXPINXP Semiconductors NVStockInformation Technology
INFOHarbor ETF TrustEtfLarge Blend
AWHAspira Womens HealthStockHealth Care
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Litman Gregory Masters Risk Profiles

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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