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Upturn AI SWOT - About
Litman Gregory Funds Trust (BDVG)
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Upturn Advisory Summary
10/24/2025: 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 15.27% | Avg. Invested days 73 | 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 10/24/2025 |
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 represents a suite of actively managed ETFs. The ETFs focus on a multi-manager investment approach across various asset classes.
Reputation and Reliability
Litman Gregory is an investment advisory firm known for its research-driven approach and multi-manager strategies.
Management Expertise
The management team consists of experienced professionals with expertise in investment analysis, portfolio construction, and manager selection.
Investment Objective
Goal
To provide investors with actively managed investment solutions across different asset classes.
Investment Approach and Strategy
Strategy: The funds employ a multi-manager approach, allocating assets to various sub-advisors with distinct investment styles and expertise.
Composition The ETFs hold a mix of assets, including stocks, bonds, and other securities, depending on the specific ETF's investment mandate.
Market Position
Market Share: Data on Litman Gregory Funds Trust's precise market share is not publicly available.
Total Net Assets (AUM): Data on Litman Gregory Funds Trust's total net assets is not publicly available.
Competitors
Key Competitors
- DFAS
- JPST
- DGRW
- SCHD
Competitive Landscape
The ETF industry is highly competitive, with numerous issuers offering a wide range of investment products. Litman Gregory Funds Trust competes with both passive and active ETFs. A potential advantage lies in its multi-manager approach, but it faces challenges due to higher expense ratios compared to passive index funds. Litman Gregory Funds Trustu2019s competitors are BlackRock, Vanguard and State Street.
Financial Performance
Historical Performance: Historical performance data varies depending on the specific ETF within the Litman Gregory Funds Trust family. Individual fund prospectuses should be consulted for details.
Benchmark Comparison: Benchmark comparisons depend on the specific ETF's investment strategy and asset allocation. Information should be obtained from the respective fund factsheet.
Expense Ratio: Expense ratios depend on the specific ETF within the Litman Gregory Funds Trust family. Individual fund prospectuses should be consulted for details.
Liquidity
Average Trading Volume
Average trading volume varies, refer to real-time data sources for current trading activity.
Bid-Ask Spread
Bid-ask spread depends on the specific ETF and market conditions; monitor live quotes.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and overall market sentiment can impact Litman Gregory Funds Trust, especially depending on the asset class exposure of the fund.
Growth Trajectory
The growth trajectory is linked to the overall demand for actively managed ETFs and the performance of the underlying managers. No strategic shifts or material changes to holdings.
Moat and Competitive Advantages
Competitive Edge
Litman Gregory Funds Trust's advantage lies in its multi-manager approach, potentially offering diversification benefits and access to specialized investment expertise. This approach differentiates them from passive index-tracking ETFs. The firm's research capabilities and manager selection process contribute to their unique value proposition. However, higher fees may offset these benefits if performance does not justify the cost.
Risk Analysis
Volatility
Volatility depends on the specific ETF and the underlying asset classes. Refer to specific fund data for accurate assessments.
Market Risk
Market risk stems from fluctuations in the value of the underlying assets held by the ETF, including stocks, bonds, or other securities.
Investor Profile
Ideal Investor Profile
Investors who are seeking actively managed investment solutions, diversification through multiple managers, and are willing to pay a higher expense ratio may find these ETFs suitable.
Market Risk
These ETFs may be more suitable for long-term investors who value active management and are comfortable with the associated costs.
Summary
Litman Gregory Funds Trust offers actively managed ETFs employing a multi-manager investment approach. The firm aims to provide diversification and access to specialized expertise. However, investors should consider the higher expense ratios associated with active management. Success hinges on the manager selection and allocation process. Investors should carefully evaluate the fund's performance relative to benchmarks and assess their risk tolerance before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Websites
- ETF Fact Sheets
- Financial News Providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on your own research and consultation with a qualified financial advisor.
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.