Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Litman Gregory Funds Trust (BDVG)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: BDVG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 12.22% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 10.21 - 12.19 | Updated Date 06/30/2025 |
52 Weeks Range 10.21 - 12.19 | Updated Date 06/30/2025 |
Upturn AI SWOT
Litman Gregory Funds Trust
ETF Overview
Overview
Litman Gregory Funds Trust encompasses a suite of actively managed ETFs focused on delivering diversified investment solutions across various asset classes. It aims to provide investors with well-researched and strategically allocated portfolios.
Reputation and Reliability
Litman Gregory Asset Management is known for its rigorous research and due diligence in selecting investment strategies and managers. They have a long history of providing investment advice and solutions.
Management Expertise
The management team comprises experienced investment professionals with expertise in asset allocation, manager selection, and portfolio construction.
Investment Objective
Goal
The primary investment goal is to provide investors with long-term capital appreciation through diversified portfolios.
Investment Approach and Strategy
Strategy: Litman Gregory Funds Trust uses an active management approach, selecting underlying funds and asset allocations based on in-house research and analysis.
Composition The ETFs hold a mix of other ETFs and potentially individual securities across different asset classes, including stocks, bonds, and alternative investments.
Market Position
Market Share: Data not available.
Total Net Assets (AUM): Data not available.
Competitors
Key Competitors
- AOA
- AOM
- AOR
- VONG
- VTHR
Competitive Landscape
The competitive landscape is crowded with both passive and active ETFs. Litman Gregory's active approach offers potential outperformance but faces the challenge of consistently delivering superior returns compared to lower-cost passive options. Its advantage lies in its manager selection and asset allocation expertise.
Financial Performance
Historical Performance: Historical performance data is not available at this time.
Benchmark Comparison: Benchmark comparison data not available.
Expense Ratio: Data not available.
Liquidity
Average Trading Volume
Average trading volume is not available.
Bid-Ask Spread
The bid-ask spread is not available.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and sector-specific growth prospects influence the performance of Litman Gregory Funds Trust's underlying holdings.
Growth Trajectory
Growth trends depend on the success of the active management strategy and the performance of the selected underlying investments. Changes to strategy and holdings are determined by Litman Gregory's investment team.
Moat and Competitive Advantages
Competitive Edge
Litman Gregory Funds Trust's competitive advantage lies in its active management and manager selection process. It aims to identify and allocate capital to skilled investment managers across different asset classes. This approach provides investors with a diversified portfolio built with rigorous research and due diligence. The emphasis on active management allows for tactical adjustments to market conditions and potentially superior risk-adjusted returns. Litman Gregory's reputation for thoughtful investment advice also contributes to its competitive position.
Risk Analysis
Volatility
Volatility depends on the asset allocation and the volatility of the underlying investments. No data is available currently.
Market Risk
Market risk includes fluctuations in equity and bond markets, as well as specific risks related to the sectors and geographies in which the underlying investments are concentrated.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking a diversified, actively managed portfolio and is willing to pay a higher expense ratio for the potential of outperformance.
Market Risk
Litman Gregory Funds Trust is suitable for long-term investors seeking a diversified, actively managed portfolio and who understand the risks and potential rewards of active management.
Summary
Litman Gregory Funds Trust provides diversified investment solutions through actively managed ETFs. The ETFs leverage Litman Gregory's expertise in asset allocation and manager selection to achieve long-term capital appreciation. While offering the potential for outperformance, investors should be aware of the higher expense ratios associated with active management. The suitability of these ETFs depends on the investor's risk tolerance, investment goals, and understanding of the active management approach. More details would be available with historical performance and market data, which is currently unavailable.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Litman Gregory Asset Management Website
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Data availability varies.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Litman Gregory Funds Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.