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Upturn AI SWOT - About
Litman Gregory Funds Trust (PCCE)
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Upturn Advisory Summary
08/14/2025: PCCE (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 18.92% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 9.18 - 13.79 | Updated Date 06/30/2025 |
52 Weeks Range 9.18 - 13.79 | Updated Date 06/30/2025 |
Upturn AI SWOT
Litman Gregory Funds Trust
ETF Overview
Overview
Litman Gregory Funds Trust offers actively managed ETFs focusing on diversified multi-asset strategies. The funds aim to provide long-term capital appreciation and income through a combination of equity, fixed income, and alternative investments.
Reputation and Reliability
Litman Gregory is known for its research-driven approach and commitment to providing well-diversified investment solutions.
Management Expertise
The management team comprises experienced investment professionals with expertise in asset allocation and portfolio management.
Investment Objective
Goal
To provide long-term capital appreciation and income.
Investment Approach and Strategy
Strategy: Actively managed, multi-asset strategy focusing on a combination of equity, fixed income, and alternative investments.
Composition The ETFs hold a mix of stocks, bonds, and alternative assets to achieve diversification.
Market Position
Market Share: Data unavailable due to the actively managed and diversified nature, market share is not directly comparable to index-tracking ETFs.
Total Net Assets (AUM): Information not available
Competitors
Key Competitors
- AOR
- DIA
- SPY
Competitive Landscape
The ETF market is highly competitive, with many providers offering diversified investment strategies. Litman Gregory Funds Trust competes based on its active management approach and the expertise of its investment team. Advantages include the ability to adapt to changing market conditions and potentially outperform passive benchmarks. Disadvantages include higher expense ratios compared to passive ETFs.
Financial Performance
Historical Performance: Historical data not available.
Benchmark Comparison: Comparison to benchmarks is challenging due to the actively managed, multi-asset nature of the funds.
Expense Ratio: Unavailable.
Liquidity
Average Trading Volume
Liquidity varies, typically low to moderate for active ETFs.
Bid-Ask Spread
The bid-ask spread is variable and depends on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can influence the performance of the underlying assets.
Growth Trajectory
Growth depends on investment strategies, market conditions, and the ability of the management team to generate returns.
Moat and Competitive Advantages
Competitive Edge
Litman Gregory Funds Trust's competitive edge stems from its actively managed multi-asset approach that combines the expertise of its investment professionals with a research-driven process. This strategy allows the fund to adapt to changing market dynamics. A key advantage is the potential for outperformance compared to passive benchmarks because of its active management style. The firm's expertise in asset allocation and portfolio management also enhances their competitive positioning.
Risk Analysis
Volatility
Volatility will vary based on the ETF holdings.
Market Risk
Market risk is present in equity and fixed-income holdings, while alternative investments may carry additional risks, such as illiquidity.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation and income through a diversified, actively managed portfolio.
Market Risk
Suitable for long-term investors seeking a diversified investment strategy.
Summary
Litman Gregory Funds Trust offers actively managed ETFs focused on diversified multi-asset strategies for long-term capital appreciation and income. It has diversified investments with stocks, bonds and alternative assets to meet those goals. While it competes with many similar ETFs, it stands out with its actively managed multi-asset approach. The management team's expertise and adaptive strategy offer the potential to navigate market dynamics and enhance returns for suitable long-term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider websites
- Financial news sources
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made in 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 | ||
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes), at the time of initial purchase, in equity or equity-related securities of issuers that are located in China. The fund is non-diversified.
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