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