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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 88 Multialternative 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 8.86 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.0% |
| 1 Year | 8.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve long-term returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes. The fund's strategy is to engage a number of established investment managers as sub-advisors to offer investors a mix of strategies that the advisor believes offer risk-return characteristics. It is used by investors as a source of diversification for traditional stock and bond portfolios to reduce volatility and potentially enhance returns relative to various measures of risk. No strategy will be allocated less than 15% of portfolio assets or more than 35% of portfolio assets.
Fees
Fees are Above Average compared to funds in the same category.
Litman Gregory Master Alternative Strategies Fund has an expense ratio of 1.89 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
