Litman Gregory Masters Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-2.603.8510.75-6.078.75
    Category Average-1.121.4212.53-5.948.00
    Assets for Each Yr*2.752.523.082.582.65
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 8.75 4.86 2.26

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,646 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 11.57 1.28 Average
    International Stock 2.0 13.97 1.09 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Litman Gregory Maste Richard T. Weiss 9.70
    Litman Gregory Maste Richard T. Weiss 8.80
    Litman Gregory Maste David G. Herro 8.60
    Litman Gregory Maste Jeremy L. DeGroot 6.20
    Litman Gregory Maste Adam Bloch 1.00

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Litman Gregory Maste Adam Bloch 1.00
    Litman Gregory Maste Jeremy L. DeGroot 6.20
    Litman Gregory Maste David G. Herro 8.60
    Litman Gregory Maste Richard T. Weiss 8.80
    Litman Gregory Maste Richard T. Weiss 9.70