Litman Gregory Masters Focused Opportunities Fund

Class Inst (MSFOX)
Scorecard
3 / 5 Stars
Lipper
4 5 4 1 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

#68 in Large Growth

U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Litman Gregory Masters Funds funds

See full Large Growth rankings

See more fund rankings

Performance

The fund has returned 26.44 percent over the past year, 17.03 percent over the past three years, and 4.41 percent over the past five years.

Trailing Returns Updated 05.31.2013
Year to date 12.4%
1 Year 26.4%
3 Years (Annualized) 17.0%
5 Years (Annualized) 4.4%
10 Years (Annualized) N/A

See more MSFOX performance

Summary

The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. The fund typically invests in the securities of large- and mid-sized U.S. companies, although the managers may also invest without limit in the securities of non-U.S. companies. It may invest in distressed companies. The fund's investments in distressed companies typically involve the purchase of high-yield bonds ("junk bonds"), bank debt or other indebtedness of such companies. It is non-diversified.

Fees

Fees are High compared to funds in the same category.
Litman Gregory Masters Focused Opportunities Fund has an expense ratio of 1.36 percent.

See more MSFOX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more MSFOX risk

Advertisement
Large Growths
Rankings

See More Funds

Highest Returns (10-year)

See More Funds

Slide Shows
7 Mutual Funds That Make Huge Bets

These funds invest much of their portfolios in one company.

Why Dow 14,000 Is a Tough Milestone

History shows this mark to be one of the most difficult for the market.

Emerging Markets to Consider in 2013

The Philippines, China and other key emerging markets for this year.