Litman Gregory Funds Etf Profile

BDVG Etf   12.23  0.02  0.16%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
Litman Gregory is trading at 12.23 as of the 28th of November 2024. This is a 0.16 percent up since the beginning of the trading day. The etf's lowest day price was 12.17. Litman Gregory has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for Litman Gregory Funds are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
Litman Gregory is entity of United States. It is traded as Etf on NYSE ARCA exchange. More on Litman Gregory Funds

Moving together with Litman Etf

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  0.97DGRO iShares Core Dividend Sell-off TrendPairCorr
  0.99IVE iShares SP 500PairCorr
  0.95DVY iShares Select DividendPairCorr

Moving against Litman Etf

  0.62AIVI WisdomTree InternationalPairCorr
  0.5WTRE WisdomTree New EconomyPairCorr
  0.39VPL Vanguard FTSE PacificPairCorr

Litman Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, High Dividend Yield ETFs, Large Value (View all Sectors)
IssueriM Global Partner
Inception Date2023-06-30
Entity TypeRegulated Investment Company
Asset TypeEquity
CategoryStrategy
FocusHigh Dividend Yield
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisoriM Global Partner Fund Management, LLC
CustodianState Street Bank and Trust Company
DistributorALPS Distributors, Inc.
Portfolio ManagerKenneth Krogulski, Gerard Mihalick, Michael Weaver
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Dec
ExchangeNYSE Arca, Inc.
Number of Constituents41.0
Market MakerVirtu Financial
Total Expense0.55
Management Fee0.55
200 Day M A11.2622
Country NameUSA
50 Day M A11.7668
CodeBDVG
Updated At27th of November 2024
Returns Y T D18.24
NameLitman Gregory Funds Trust
Currency NameUS Dollar
Currency CodeUSD
Open FigiBBG01H8T9X70
TypeETF
1y Volatility9.4
Litman Gregory Funds [BDVG] is traded in USA and was established null. The fund is listed under Large Value. The entity is thematically classified as Strategy ETFs. Litman Gregory Funds currently have in assets under management (AUM). with the current yeild of 0.01%, while the total return for the last year was 25.0%.
Check Litman Gregory Probability Of Bankruptcy

Geographic Allocation (%)

Top Litman Gregory Funds Etf Constituents

CBChubbStockFinancials
EMREmerson ElectricStockIndustrials
PEPPepsiCoStockConsumer Staples
CSCOCisco SystemsStockInformation Technology
NUENucor CorpStockMaterials
PNCPNC Financial ServicesStockFinancials
HSYHershey CoStockConsumer Staples
MRKMerck CompanyStockHealth Care
More Details

Litman Gregory Funds Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Litman Gregory. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Litman Gregory Against Markets

When determining whether Litman Gregory Funds is a strong investment it is important to analyze Litman Gregory's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Litman Gregory's future performance. For an informed investment choice regarding Litman Etf, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Litman Gregory Funds. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real.
You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
The market value of Litman Gregory Funds is measured differently than its book value, which is the value of Litman that is recorded on the company's balance sheet. Investors also form their own opinion of Litman Gregory's value that differs from its market value or its book value, called intrinsic value, which is Litman Gregory's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Litman Gregory's market value can be influenced by many factors that don't directly affect Litman Gregory's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Litman Gregory's value and its price as these two are different measures arrived at by different means. Investors typically determine if Litman Gregory is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Litman Gregory's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.