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Upturn AI SWOT - About
Litman Gregory Funds Trust (PCIG)
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Upturn Advisory Summary
08/14/2025: PCIG (1-star) is currently NOT-A-BUY. Pass it for now.
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 -18.67% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 8.28 - 10.11 | Updated Date 06/30/2025 |
52 Weeks Range 8.28 - 10.11 | Updated Date 06/30/2025 |
Upturn AI SWOT
Litman Gregory Funds Trust
ETF Overview
Overview
Litman Gregory Funds Trust offers various actively managed ETFs focusing on different investment strategies. The funds aim to provide investors with diversified exposure to various asset classes and investment styles, leveraging the expertise of Litman Gregory's investment team. They are designed to offer potential for long-term capital appreciation while managing risk.
Reputation and Reliability
Litman Gregory is known for its research-driven approach and multi-manager investment strategies, seeking to deliver consistent performance for investors.
Management Expertise
The management team consists of experienced professionals with extensive backgrounds in asset allocation, portfolio construction, and investment selection.
Investment Objective
Goal
To provide long-term capital appreciation while managing risk through active asset allocation and investment selection.
Investment Approach and Strategy
Strategy: The funds employ actively managed strategies, selecting investments based on fundamental research and macroeconomic analysis rather than tracking a specific index.
Composition The ETFs hold a mix of stocks, bonds, and other asset classes, depending on the specific investment mandate of each fund within the trust.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- ARKK
- SPY
- IVV
- VTI
Competitive Landscape
The ETF industry is highly competitive, with numerous passive and active funds vying for investor capital. Litman Gregory's active management approach offers the potential for outperformance but faces challenges from low-cost index funds. Advantages may include superior stock or sector selection if the managersu2019 skills are demonstrable. Disadvantages include higher expense ratios compared to passively managed competitors.
Financial Performance
Historical Performance: Data unavailable to provide specific historical performance data.
Benchmark Comparison: Data unavailable to provide comparison data.
Expense Ratio: Data unavailable to provide expense ratio.
Liquidity
Average Trading Volume
Data unavailable to provide average trading volume.
Bid-Ask Spread
Data unavailable to provide bid-ask spread data.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth, as well as sector-specific trends and global market conditions, can affect Litman Gregory Funds Trust.
Growth Trajectory
Growth depends on the success of the active management strategies, asset allocation decisions, and the overall market environment, including changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
Litman Gregory Funds Trust differentiates itself through active management, utilizing in-house research and a multi-manager approach. This allows for greater flexibility in investment selection and the potential to outperform market benchmarks. The focus on risk management and long-term capital appreciation may appeal to investors seeking a more conservative approach. However, the success depends on the skill and expertise of the investment team and their ability to navigate changing market conditions.
Risk Analysis
Volatility
Data unavailable to assess historical volatility.
Market Risk
The funds are subject to market risk, which includes the potential for losses due to economic downturns, geopolitical events, and other factors affecting the value of the underlying assets.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation, willing to accept the risks associated with active management, and comfortable with potentially higher expense ratios.
Market Risk
Litman Gregory Funds Trust may be suitable for long-term investors looking for actively managed strategies and diversified exposure to various asset classes.
Summary
Litman Gregory Funds Trust offers actively managed ETFs designed for long-term capital appreciation and risk management. They differentiate themselves through a research-driven approach and multi-manager investment selection process. While their success depends on the expertise of their investment team, they are suitable for investors seeking active strategies and diversification. Data needed for market share, AUM, expense ratio, liquidity, historical performance, benchmark comparison and volatility need to be sourced before making any investment decision.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share, AUM, expense ratio, liquidity, historical performance, benchmark comparison, and volatility data are based on publicly available information which needs to be verified before making investment decisions. Investment decisions should be made after consulting 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 ETF that seeks to achieve its objective by investing a focused portfolio of approximately 25 to 35 common stocks of large capitalization companies, including companies in both developed and emerging markets. Under normal market conditions, the fund invests primarily in non-U.S. equity securities. The fund is non-diversified.
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.