Litman Gregory Masters Fund Quote
| MSILX Fund | USD 18.28 0.05 0.27% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Litman Gregory is trading at 18.28 as of the 11th of December 2024; that is 0.27 percent down since the beginning of the trading day. The fund's open price was 18.33. 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 11th of November 2024 and ending today, the 11th of December 2024. 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 between 8 and 15 stocks. The fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in the securities of companies organized or located outside of the United States, including large-, mid-,and small-cap companies and companies located in emerging markets.. More on Litman Gregory Masters
Moving against Litman Mutual Fund
Litman Mutual Fund Highlights
| Fund Concentration | iM Global Partner Fund Management Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, iM Global Partner Fund Management (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Litman Gregory Masters [MSILX] is traded in USA and was established 11th of December 2024. Litman Gregory is listed under iM Global Partner Fund Management category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of iM Global Partner Fund Management family. This fund now has accumulated 230.69 M in assets with minimum initial investment of 10 K. Litman Gregory Masters is currently producing year-to-date (YTD) return of 3.92% with the current yeild of 0.01%, while the total return for the last 3 years was 0.21%.
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
| DQJCF | Pan Pacific International | OTC Stock | Discount Stores | |
| JD | JD Inc Adr | Stock | Consumer Discretionary | |
| AON | Aon PLC | Stock | Financials | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| CNHI | CNH Industrial NV | Stock | Industrials | |
| EVO | Evotec SE ADR | Stock | Health Care | |
| FRO | Frontline | Stock | Energy | |
| IWGFF | IWG PLC | Pink Sheet | Real Estate Services |
Litman Gregory Masters Risk Profiles
| Mean Deviation | 0.6664 | |||
| Standard Deviation | 0.8252 | |||
| Variance | 0.681 | |||
| Risk Adjusted Performance | (0.01) |
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.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |